Last week I was interviewed by Chuck Hammond of The 401(k) Study Group on his weekly podcast. We discussed a variety of topics including Advisor and Carrier Capacity, business models and new services. We discussed the challenges Advisors face when working with carriers in the DC Space. Here is the write up and a link to the podcast.
"Can you differentiate yourself by not taking on all comers? Is
choosing the right client and right partner more important than how
large either of them may be?
Listen in to find out!"
http://www.blogtalkradio.com/the401kstudygroup/2014/03/27/advisor-and-carrier-capacity-does-size-matter
- Jason
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