The Good Fundamentals of Being a Retirement Plan Financial Advisor


In 1983, the Chicago White Sox won the American League Western Division under the guidance of future Hall of Fame manager Tony LaRussa. Doug Rader, then-manager of the Texas Rangers, accused the Sox of "winning ugly" for their style of play, which meant they won games through scrappy play rather than strong hitting or pitching. Strong hitting, strong pitching, and strong fielding are the good fundamentals of baseball and good fundamentals usually trump winning ugly (the Sox lost 3-1 in the Championship Series against the Baltimore Orioles). As a retirement plan financial advisor, you don’t have the luxury of winning ugly. You need good fundamentals to function in the retirement plan space and this article will help you lead that way. This article will help you learn the good fundamentals of being a retirement plan financial advisor.

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Topics:  Financial Adviser, Investment Adviser, Retirement Plan

Published In: Business Organization Updates, Finance & Banking Updates, Labor & Employment Updates, Tax Updates

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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