MonthApril 2016

Posted April 17, 2016 Uncategorized

The Shortest Fiduciary Rule Summary Ever

I have mixed emotions writing about the New Fiduciary Rules, reason being is that I know everyone is being riddled with posts, email blasts, white papers, podcasts and webinars on … Continue Reading The Shortest Fiduciary Rule Summary Ever

Posted April 1, 2016 Uncategorized

Plan Advisors That Show They Get Sh*t Done Will Win New Plans

I have two concepts that I want to share with Retirement Plan Advisors that I think can positively impact their business in a huge way. Concept #1 Focus your business … Continue Reading Plan Advisors That Show They Get Sh*t Done Will Win New Plans

	J.D. Carlson on Your TPA Sucks
	Bernard Clyde on Your TPA Sucks
	Dylan on Retirement Plan Advisor and Ga…
	J.D. Carlson on Your TPA Sucks
	Holly on Your TPA Sucks