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401JA(k)E started in the financial industry 17 years ago. During the first decade, he spent time learning many different specialities including sales, marketing, operations, compliance, collateral management and 401(k) plans. Over the last 7 years, Jake has built two successful 401(k) practices with a health benefits consulting firm as well as a private wealth management firm.
Jake has a huge passion for helping the industry do better with training and transparency. He is the founder of the 401(k)lub, a community for anyone in the industry. He saw many other advisors miss the opportunity to successfully build their 401(k) practice and wanted to do more.
GRAB JAKE'S VIDEO TOOLKIT HERE:
https://www.zekedigital.com/CompleteGame
LET'S CONNECT
LinkedIn: Andy Neary
Instagram: @andy_neary
Learn more: andyneary.com
By Andy Neary4.8
4545 ratings
401JA(k)E started in the financial industry 17 years ago. During the first decade, he spent time learning many different specialities including sales, marketing, operations, compliance, collateral management and 401(k) plans. Over the last 7 years, Jake has built two successful 401(k) practices with a health benefits consulting firm as well as a private wealth management firm.
Jake has a huge passion for helping the industry do better with training and transparency. He is the founder of the 401(k)lub, a community for anyone in the industry. He saw many other advisors miss the opportunity to successfully build their 401(k) practice and wanted to do more.
GRAB JAKE'S VIDEO TOOLKIT HERE:
https://www.zekedigital.com/CompleteGame
LET'S CONNECT
LinkedIn: Andy Neary
Instagram: @andy_neary
Learn more: andyneary.com

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