Ep #38: Delivering Efficient Financial Planning to Retirement Plan Participants With Ben Pitts
Listen now
Description
Ben Pitts from TIFIN Wealth joins the show to discuss how new fintech can help retirement plan advisors enhance the participant experience by delivering personalized financial planning both profitably and efficiently.
More Episodes
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
Links
Twitter
Facebook
Instagram
Patreon
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
