Episode 89
How to Incorporate 401(k) Planning Into Your Current Book of Business
Human-centric Investing Podcast · Hartford Funds
January 25, 202324m 36s
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Show Notes
There's often overlooked opportunity for retirement-plan business in a financial professional’s existing book. Rick Unser, partner and managing director at Creative Planning, shares ideas on how to use existing client relationships to prospect in the 401(k) world.
Rick Unser is not affiliated with Hartford Funds