Browsing Tag
Advisor2X
11 posts
Ross Marino Shuts Down Advisor2x, Shift Conference
Moves comes in wake of October 2024 announcement that the organization’s Wealth@Wor(k) event would not continue; Lisa Allen steps into role as CEO at Financial Transitionist Institute
Building Better Retirements: Wealth@wor(k) Conference Kicks Off in Vegas
Presentations are specifically designed to ensure attendees immediately implement takeaways upon their return to the office
TDFs, ESGs, and Other Controversial Acronyms: Wealth@Work
Along with TDFs and ESGs, look for this year’s overall Top Advisor By Participant Outcomes (TAPO) at Wealth@wor(k),…
Sun, Surf and Summit: Unique Event Emphasizes Human Side of Retirement Planning
'The human side of financial planning and decision-making is the interplay of experience and information, and we need to understand the two.'
How a Holistic Employee Benefits Approach Boosts Your Practice
“It just takes down so many of the natural barriers,” Matt Daniels, Director of Retirement Plans at Wilshire…
Top Tips and Techniques for Superior 401(k) Advisor Videos
Laura Garfield, Co-Founder of Idea Decanter, joined Ross Marino’s OUTCOMES Podcast this week to discuss tips and techniques…
Politics, Punditry and Superior Practice Management: Excel 401(k) 2020 Digital Series
An experiment in live and on-demand digital content came to a successful conclusion with the last session of…
A ‘Serious Shift’ in Mindset for the 401(k) Industry
What does the most “optimistic optimist” say about 2020, and what one question does every advisor need to…
Why Creativity is the 401(K) Advisor’s Job
Chepenik Financial Services is nearing its 50th anniversary, and one reason—indeed, a MAJOR reason—for its success is due…
Why the Battle to Build a 401(k) Business Begins in the Brain
“The battle to build a business is up here in the brain and it’s about a mindset and…