2min chapter

Animal Spirits Podcast cover image

Talk Your Book: How Advisors Can Manage 401k Accounts

Animal Spirits Podcast

CHAPTER

Creating a Secure Barrier Between the Adviser and the Client

Advisers are taking in this data and they're trying to figure out what's in each plan. So we created the secure layer in between the adviser and the client atallows the adviser to do just enough to help, but not enough to get themselves in trouble. Because of the technology we developed over the last decade, we're prompting that information to the adviser right within the platform.

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