Ask The 401k Experts - A Podcast To Teach Financial Advisors How To Grow And Manage A Successful 401k Business

401kExperts 025: How to Scale Your 401k Business with Segmented Service Models

Informações:

Sinopse

#25 - In this episode, I'm sharing (the cliff-notes version of a full training video covering...)what your service model needs for every plan, and how to put a system in place to manage the small plans and the big plans, from 2 plans up to 200 plans.