SageView Advisory Group’s Rodney Balbuena is a bilingual 401(k) advisor in Southern California who also happens to be our Top Advisor By Participant Outcomes for February.
Through a combination of technology and one-on-one meetings, he’s tripled employee deferral rates over the course of five years. But the emotional impact of market corrections threatens his hard work. He joins us to discuss it, and more, and we begin with the one-on-one meetings.