Retireholics - Guest: Ed Lamark
Show notes
Headlines:
https://401kspecialistmag.com/intellicents-grant-arends-adds-another-f-word-to-fees-funds-and-fiduciary/
intellicent’s Grant Arends Adds Another ‘F-Word’ to Fees, Funds, and Fiduciary - 401(k) Specialist
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
401kspecialistmag.com
THINK ADVISOR GIVE US 7 TIPS FOR SELLING SEASON
https://www.thinkadvisor.com/2022/07/08/7-things-advisors-should-do-before-401k-plan-selling-season/
7 Things Advisors Should Do Before 401(k) Plan Selling Season
1. Craft a story for the practice. To craft the right story for a practice selling retirement plans, it’s important to effectively communicate to prospects, Itzoe said.
www.thinkadvisor.com
THE BATTLE CONTINUES
https://www.napa-net.org/news-info/daily-news/wealth-management-becoming-more-attractive-providers
Wealth Management Becoming More Attractive to Providers
With fee compression and other market pressures in the defined contribution space, financial planning and wealth management opportunities are becoming more attractive offerings to recordkeepers, plan advisors and other DC providers.
www.napa-net.org
https://401kspecialistmag.com/intellicents-grant-arends-adds-another-f-word-to-fees-funds-and-fiduciary/
intellicent’s Grant Arends Adds Another ‘F-Word’ to Fees, Funds, and Fiduciary - 401(k) Specialist
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
401kspecialistmag.com
THINK ADVISOR GIVE US 7 TIPS FOR SELLING SEASON
https://www.thinkadvisor.com/2022/07/08/7-things-advisors-should-do-before-401k-plan-selling-season/
7 Things Advisors Should Do Before 401(k) Plan Selling Season
1. Craft a story for the practice. To craft the right story for a practice selling retirement plans, it’s important to effectively communicate to prospects, Itzoe said.
www.thinkadvisor.com
THE BATTLE CONTINUES
https://www.napa-net.org/news-info/daily-news/wealth-management-becoming-more-attractive-providers
Wealth Management Becoming More Attractive to Providers
With fee compression and other market pressures in the defined contribution space, financial planning and wealth management opportunities are becoming more attractive offerings to recordkeepers, plan advisors and other DC providers.
www.napa-net.org
