The first piece of that is the Retirement Results Desk, a dedicated specialist group that educates plan participants, expedites rollovers and gives advisors who specialized in retirement plans new options to grow and strengthen their businesses. The effort is part of a more comprehensive worksite system that the independent broker-dealer is developing.
The tool will also help advisors put together partnerships with other skilled advisors within the
“The program helps our advisors build their businesses by putting them in control of new options for serving sponsor clients’ separating employees,” says
|Copyright:||(c) 2012 Financial Planning. All rights Reserved.|
|Source:||Source Media, Inc.|