Jay Jumper is the CEO of ProNvest, an independent RIA firm that helps advisors service retirement plans through the use of technology and financial advice. For more information about ProNvest, please visit www.pronvest.com.
Financial Wellness in a Digital Age: Actionable Ways to Engage Participants
Implementing financial wellness programs with plan sponsors was already hard. Cue COVID-19 and the challenges have multiplied. Advisors are no longer…