Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker With Brad Arends
Financial Advisor Success
00:00
Evolution of Fee Compression Forces in the Retirement Plan Business
This chapter delves into the decision to sell the independent record keeping division and focus on private wealth. It discusses the size, services, and client base of the record keeping business, as well as the revenue breakdown and evolution of the business with a focus on retirement plan advisory and record keeping services.
Transcript
Play full episode
