Animal Spirits Podcast

Talk Your Book: How Advisors Can Manage 401k Accounts

Mar 14, 2022

27:15

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Creating a Secure Barrier Between the Adviser and the Client

01:47

How Much More Work Is Involved for Advisors?

03:30

How Much Money Is Held in Four O One Case?

05:15

Introduction

2min

Pontera - The Biggest Thing in the Business?

2min

The Tax Loophole

2min

Financial Advisors Are Moving Away From Transactions and Towards Holistic Wealth Management

2min

How Much Money Is Held in Four O One Case?

5min

Creating a Secure Barrier Between the Adviser and the Client

2min

Ponter - How Does Ponter Get Paid?

3min

How Much More Work Is Involved for Advisors?

4min

The Name of a New Company?

2min

10.

Do You See an Opportunity for Advisers and Clients to Be More Comprehensive?

3min

On today's Talk Your Book we spoke with Dave Goldman from Pontera about helping advisors manage held away accounts for clients.

Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

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Animal Spirits Podcast

Talk Your Book: How Advisors Can Manage 401k Accounts

Creating a Secure Barrier Between the Adviser and the Client

How Much More Work Is Involved for Advisors?

How Much Money Is Held in Four O One Case?

Get the Snipdpodcast app

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Discoverhighlights

Save anymoment

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Get the Snipd
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moment

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