"We are what we repeatedly do. Excellence, then, is not an act, but a habit."
- Aristotle

April 2011

The Edu-tainment Experience™

April 6, 2011 (comments: 0) | add a comment >

When financial advisors speak to participants at plan sponsors’ companies, they are seen as instant “experts,” the go-to person for all the participants’ 401(k) and investment needs. However, many financial advisors do not realize their potential, and they don’t make the most of their meetings with plan participants.

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