401k retirement plan industry podcast for financial advisors, TPA’s, CPA’s, plan sponsors & other 401k and financial nerds. Formerly the “retireholiks”, but our stupid spelling was confusing people.We have unscripted, uncensored discussions with 401k retirement plan insiders and other financial professionals, while drinking beer and playing games.
Marketing creative expert, who has been serving the financial industry for that last 25+ years, talks about how advisors need to actually put some effort into their virtual meeting approaches.
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