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

Financial Advisor Success

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The Economics of Scaling Worksite Financial Planning as an Employee Benefit

In this chapter, they discuss the economics of scaling worksite financial planning as an employee benefit for the average worker. They explore the idea of paying advisors a high salary while still maintaining a profitable margin. They also highlight the distinction between this firm and others, noting that this firm did not have minimums for client accounts and focused on making money off the average American worker.

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