Concepts That Retirement Plan Advisors Shouldn’t Focus On

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Being a financial advisor isn’t as easy as many people on the outside think. There are so many things you need to manage in terms of your practice and dealing with potential and current plan sponsor clients. There are so many pitfalls to avoid and one of them is relying on concepts that could spell problems for your practice because you’d be focusing too much on the wrong things. This article is about concepts you shouldn’t rely on as a retirement plan financial advisor.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Ary Rosenbaum, The Rosenbaum Law Firm P.C. | Attorney Advertising

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