If you want to be a good 401k advisor, you have to know what you are doing. 401ks are some of the most complex financial instruments that exist. You want your clients to think of you as a trusted resource who can connect them with the information they need to make decisions for the benefit of them and their employees.
But how do you go about doing that? In this episode, I give you 5 ways that you can deepen your 401k knowledge, learn the industry, and become the 401k expert that your clients need and want.
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