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


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.

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