Browsing Tag
Alex Assaley
8 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
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
How to ‘Crack the Financial Wellness Nut’: Wealth@wor(k) 2022
Not surprising, scale is the issue
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
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
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…
February Top Advisor By Participant Outcomes (TAPO)
It often starts with a discussion of the 401k, but quickly moves towards other areas of their financial well-being, which our research shows are critically important.
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…