Greg Bakke, President & CTO of Expand Financial, shares ways to build scale and simplicity into your practice with the help of a 3(38) fiduciary. Learn about the multi-faceted role of the 3(38) as well as ways to distinguish yourself as a plan advisor working alongside a 3(38) fiduciary.
Work Effectively with a 3(38) Fiduciary
Related Posts
Categories
You May Also Like…
JULY Announces Acquisition Transaction with Digital Retirement Solutions
July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to medium sized employers, has entered into an acquisition transaction with Digital Retirement Solutions (“DRS”). The DRS acquisition is part of JULY’s increased focus on strategic growth and represents the firm’s third acquisition in the past four years.
LinkedIn Best Practices for Advisors
Listen to social media expert and financial services veteran Bruce Johnston to learn ways to get the most out of LinkedIn.
The Road Ahead | A Brief Overview of Secure 2.0
Secure 2.0 is big news and JULY’s Blake Willis walks you through highlights of the bill, what the changes mean to you, your business and your clients as well as highlight new related opportunities.