Like you, I know the challenges of trying to grow a 401k business, differentiate yourself, and manage all that’s required to run a compliant practice.
I was once a broker trying to sell and service retirement plans. Since starting in the 401k industry, I've been able to create PSCA award-winning tools, create a retirement designation for 401k advisors, train thousands of advisors and plan sponsors around the country, build a 401k education firm that was sold to fi360 the year we hit a million dollars in revenue, and more...
The last 20+ years in this business have taught me a lot and I’m happy to share with you what I’ve learned.