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.
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With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and 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. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.