Brad Arends
Co-founder and CEO of Intellicents, offering comprehensive financial planning to large company employees as an added benefit.
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Oct 17, 2023 • 1h 34min
Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker With Brad Arends
Brad Arends, co-founder and CEO of Intellicents, shares insights on scaling worksite financial planning for average workers. Topics include fee compression, addressing concerns over plan asset raiding, selling a significant portion of their business, and the economics of scaling worksite financial planning as an employee benefit.
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