How a Financial Advisor Can Grow Their 401(k) Plan Practice Without Really Trying* (*just kidding)

more+
less-

Thanks to the growth of my national ERISA law practice, I have been able to meet financial advisors around the country who are at all stages of building a retirement plan practice. One of the questions I always get is how they can they get ahead in growing their practice. So this article is my two cents on how to brainstorm and build your own retirement plan practice. It’s based on how I was able to build a small, struggling one man shop ERISA practice into a less struggling national ERISA practice. This is not to toot my horn because my practice is still struggling. This article is intended to generate some ideas on how you can build a retirement plan practice one step at a time.

LOADING PDF: If there are any problems, click here to download the file.


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

Written by:

more+
less-

The Rosenbaum Law Firm P.C. on:

Reporters on Deadline

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:

Sign up to create your digest using LinkedIn*

*With LinkedIn, you don't need to create a separate login to manage your free JD Supra account, and we can make suggestions based on your needs and interests. We will not post anything on LinkedIn in your name. Or, sign up using your email address.
×
Loading...
×
×