Free Resources a Financial Advisor Can Use to Grow Their 401(k) Plan Book of Business


Years ago, I worked as a law clerk for a Boston law firm while I was pursuing a tax LLM degree at Boston University, One of the law firm’s biggest clients was a soup/salad establishment that also sold bagels. Every Wednesday, our law firm would get free bagels in the morning and I was incredulous that a couple of the secretaries were complaining about the quality of the bagels because the bagels were free and free food goes a long way. When it comes to developing your practice as a retirement plan advisor, it certainly can cost you in setting it up. Your proper licensing/registration, liability insurance, continuing education, marketing, and office expenses can set you back quite a few shekels. While building your practice, there are quite a few resources out there that won’t set you back a dime and you have to understand that in any economic time, free is good. So this article is about what free resources out there that can help you build and develop your practice.

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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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