Browsing Tag
Alex Assaley
7 posts
A Big Deal: AFS Acquired by HUB
High-profile retirement plan consulting and wealth manager helmed by principals Alp Atabek, Alex Assaley and Jason Dahl to join Hub Mid-Atlantic as part of agreement announced today
December 4, 2023
How to Build a 401(k) Practice by Cold Calling
Advisor Steven Wilkinson aims to prove a seven-figure practice can be built from scratch in 3 years—and he’s sharing everything about how he’s attempting it on LinkedIn
January 27, 2023
How to ‘Crack the Financial Wellness Nut’: Wealth@wor(k) 2022
Not surprising, scale is the issue
October 20, 2022
4 Great Takeaways from Top Advisors: 2022 NAPA 401(k) Summit
All-star lineup of NAPA royalty share business habits that have brought them to the top of the profession
April 5, 2022
Fidelity’s DC Business Adds $90 Billion in 2021
Company announces significant growth across its multiproduct benefits platform, adding 1,900 clients and $146 billion in assets
January 13, 2022
Episode 25: NAPA President-Elect Alex Assaley on the Massive Student Debt Problem and What to Do About It
Sponsored By: With a total of roughly $1.7 trillion, student loan debt is a major issue for many…
May 10, 2021
The Top 401(k) Specialist Under 40: Alex Assaley’s Keys to Success
Top 401(k) Specialist Advisor Under 40, Alex Assaley discusses the following at the 2018 Excel 401(k) Conference: For…
April 21, 2016