Browsing Tag
Strategic Retirement Partners
6 posts
Why Your 401(k) Business Brand is EVERYTHING
Millions of American families need us to step up and do more than the minimum. You got this—go execute.
June Top Advisor by Participant Outcomes (TAPO)—Shannon Maloney
WE ASKED SHANNON MALONEY for anecdotes about successful participant outcomes, and she more than delivered, ticking off a…
Episode 14—SRP’s Jeanne Fisher on ‘Mega, Mega Bucks’ for Tax-Free Growth With Roth 401k Planning Strategies
Top advisor and social media personality Jeanne Fisher, managing director with Strategic Retirement Partners in Nashville, joins us…
Jeanne Fisher Jumps to Strategic Retirement Partners
#401klady Jeanne Fisher and colleagues Bryan Peebles and Rhea England have jumped to Strategic Retirement Partners (SRP), the…
How to Free Advisors to Do What They Do Best
Deane Mayerhofer, Strategic Retirement Partners’ Chief Operating Officer, describes the firm’s “secret sauce,” and how advisors (and participants) benefit…
Why 401(k) Industry Consolidation Will Kick into High Gear
Where are 401(k)s headed and how can smart advisors capitalize? It’s an evergreen question I routinely put to…