Jeanne Fisher of ARGI Financial Group is making great use of technology in 401k education.
Here are the key points from our interview with Jeanne on How to Be More Efficient in 401k Education Outreach:
- Introduction: Discusses the importance of efficient 401k education outreach.
- Challenges: Identifies common obstacles in reaching plan participants effectively.
- Strategies: Provides tips on how to enhance engagement, such as using clear communication, leveraging technology, and segmenting audiences.
- Tools: Recommends utilizing online platforms and resources for better reach and understanding.
- Conclusion: Emphasizes the need for continuous improvement in educational outreach to ensure participants are well-informed and engaged.
For more details, you can watch the full video here.
See Also:
- October Top Advisor by Participant Outcomes (TAPO)—Jeanne Fisher
- New Digital Tool for Small Market 401k Advisors
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.