7 things a financial advisor needs to know to succeed in the 401(k) business

Needy plan sponsors are green pastures for those with the right tools

Author Don Trone, Guest Columnist February 23, 2010 at 6:17 AM

1 Comment

Don Trone: Plan sponsors want advisors who can lead the way.

Matt Hutcheson

ERISA

Trone

Peggy McGillin

March 2, 2010 — 2:59 PM

I have jumped in this market, your list is spot on. I had to figure it out the hard way, trial and error. It is very confusing at the start and even as a CFP, what you learn isn’t enough to know how to be in the 401(k) advice business. With commitment and focus it can be learned. Thank you

7 things a financial advisor needs to know to succeed in the 401(k) business

Peggy McGillin

RIABiz Directory

RIAHire

Basic Job Listing

$250 / 30 days

For More Info Contact:

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect

7 things a financial advisor needs to know to succeed in the 401(k) business

Peggy McGillin

RIABiz Directory

RIAHire

Basic Job Listing

$250 / 30 days

For More Info Contact:

.css-1ry76po{display:inline;font-size:1em;color:#fff;}.css-1ry76po p{display:inline;}.css-1ry76po:hover,.css-1ry76po:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}White Paper Postings

.css-1d1ry76{padding-top:12px;padding-bottom:12px;}Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

.css-1wxybbc{display:inline;font-size:1rem;color:inherit;}.css-1wxybbc p{display:inline;}.css-1wxybbc:hover,.css-1wxybbc:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}Directory

Archives

Connect

White Paper Postings

Special Sections

Directory