Are you a generalist or a specialist retirement plan advisor? Most advisors typically choose one path or the other at some point in their career.
No matter which path you’ve chosen, you are expected to bring valuable skills and guidance to the table for your clients.
And in fact, if you serve workplace 401(k)s, industry experts believe both generalist advisors, such as benefits brokers and wealth advisors, along with retirement plan specialists, are vital to supporting and sustaining the market.
In addition, regardless of the size of the retirement plans you serve, opportunities for partnerships between generalist and specialist advisors are abound. This article will highlight these opportunities for collaboration and how financial professional partnerships can positively impact employers and their workforce.
The Benefits of a Strategic Retirement Plan Specialist Partnership
It’s widely known that advisors are continually seeking new ways to enhance the value they provide for their retirement plan clients. This … Read More