It used to be enough to simply provide clients with good financial guidance. But today's financial entrepreneurs also need to be savvy business professionals. Where do they find the time? In this session, we will create a framework for proactively addressing and systematizing practice management. Participants will assess their current practice management MO and leave the session with selected action steps for their office!
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