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
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:06:32
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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.