| How Does 401(k) and Held-Away Account Management Fit Into Holistic Advice? |
| Pontera CMO Nicole Zheng discusses how advisors should approach the concept of holistic advice with clients, especially surrounding retirement planning.
Shannon and Nicole discuss:
Why it’s important for clients to have the option to have their 401(k) managed by a trusted advisor as part of their comprehensive financial plan; What demographics are receptive to 401(k) management; How advisors should approach the concept of holistic advice, especially surrounding retirement planning; and Who Pontera integrates with and where it will expand in the future. |
