"If you’re thinking about getting in, and you don’t, you better not hope you run into a 401k Coach candidate, because they’ll take you out every time"
~ T. Masin, 401k Coach® Member

June 2012

Individual Participant Meetings: Gathering Information while Building Trust

June 1, 2012 (comments: 0) | add a comment >

Participant meetings are one of the best opportunities you have as a financial advisor to boost your assets under management. Rule of thumb is that for every one dollar in the participant’s account, there are seven dollars of participant assets that in other accounts, which you could potentially manage.

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