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Scared of Serving 401(k) Plan Clients? You May Be Missing Out
News May 02, 2025 at 02:13 PM
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What You Need To Know
- Working with retirement plans is more like working with retail wealth mangement clients than advisors might think, panelists at the NAPA conference said.
- The same basic principles apply when trying to wow retirement plan clients both big and small.
- Key considerations include setting a pace for client meetings, picking up a fee structure and tracking performance.
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