Episode 9: That One About Why 401(k) Advisors Should Team Up With Other Providers

November 9, 2018

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) explain why financial advisors should team up with other plan providers, which providers they should team up with, and what kind of resources that these providers can provide.

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