Ep #26: How To Be A Retirement Plan "Fixer" with Alex Assaley
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Alex shares the importance of building a practice that is in alignment with your values while also providing quality information in an easy-to-digest format.
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Welcome to episode #50 of the Fiduciary U™ Podcast. My guest today is Patrick Bushlack from The Standard.
In this conversation, we discuss Pooled Employer Plans (PEPs) and their growing impact on the retirement industry. We explore the different flavors of PEPs and the importance of advisor...
Published 05/30/24
Published 05/30/24
On this episode, Rebecca Hourihan from 401(k) Marketing and I discuss the changes in marketing strategies over the past decade and the importance of differentiation in the industry. She emphasizes the visual identity of advisors' websites and the need to showcase their office and team to create...
Published 03/28/24
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