Email This Article
CPAs as a Center of Influence: The New Paradigm
CPAs have long been sought after as centers of influence by members of the financial services profession. But, the role they play and how they are perceived and accessed by financial advisors is undergoing a dramatic shift.
Login for Registered Users:
Log in below to email an article:
Ask the Experts is an educational video series, hosted by Financial Planning that features an engaging Q&A with financial and retirement industry experts. This series, sponsored by Guardian, addresses questions and discusses how financial planners can succeed in today's 401(k) marketplace, including small-market needs, strategies, service and support as well as resources. Watch these videos to learn more.
Check out Guardian's additional resources:
> Large Plan Services for Small Plan Clients
> Help Plan Sponsors Understand their Fiduciary Responsibilities
> Learn More about Guardian Retirement SolutionsTM