Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

Elementality for Financial Advisors | Elements Financial Vitals System™

Making Quality Advice Available to All with Rob Rickey

Oct 17, 2023
50:35

Many people say nothing makes them feel more confident in life than to have their financial house in order. And for some, to accomplish it, they need to rely on help. So how do we get the option of good fiduciary planning to everyone? On this Elementality, Reese interviews Rob Rickey of StraightLine, a firm that works with employers to bring financial education and advice to employees who are participating in their employee-sponsored retirement plans.

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