Top 401(k) Specialist Advisor Under 40, Alex Assaley discusses the following at the 2018 Excel 401(k) Conference:
- Advisor Impact: Importance of advisors in shaping retirement outcomes.
- Client Communication: Effective communication strategies for engaging with clients.
- Tech Integration: Utilizing technology to enhance advisor-client relationships.
- Behavioral Finance: Understanding participant behavior to improve retirement planning.
- Regulatory Updates: Staying informed on current and upcoming regulatory changes.
- Practical Tips: Actionable steps for advisors to improve their practice and client satisfaction.
- Future Trends: Predictions on the future landscape of retirement planning and advisory services.
For more detailed information, you can watch the video here.
See Also:
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
