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Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker With Brad Arends

Financial Advisor Success

CHAPTER

Analyzing the Economic Value of Retirement Plan Participants

The speakers discuss the economic value of retirement plan participants and the impact it had on their business. They share insights on a recent acquisition deal where the buyer was excited to have the company's employees and invested in them, contrary to traditional cost-cutting measures. This chapter also explores their journey in expanding their financial planning business and acquiring a successful father-son duo.

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