More fun with 401ks at the Fi360 conference in San Diego.
The video is a short interview conducted at the 2018 Fi360 Conference in San Diego, featuring John Sullivan from 401k Specialist and JD Carlson from Plan Design Consultants, who is also associated with Retireholics. During the interview:
- Introduction: John Sullivan introduces JD Carlson and humorously refers to the interview as a “crossover for some kind of a sitcom” from the 80s.
- Conference Presence: JD Carlson discusses his excitement about participating in the reputable Fi360 Conference, where they will be talking about 401k plans and doing live shows.
- Plan Design Consultants: JD Carlson mentions that his company, Plan Design Consultants, is a third-party administration firm based in Silicon Valley, focusing on helping financial advisors grow their business by branding themselves better. He emphasizes the importance of showcasing the passion and expertise of financial advisors.
- Company Growth: JD Carlson shares that his company, though small with just over 20 employees, is experiencing strong growth, particularly in its sales department.
- Retireholics: John Sullivan expresses his anticipation for the Retireholics show later in the evening.
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.
