Benefits Alliance Voice

Advisors as Educators: Unlocking Opportunities with SMBs


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Many small and mid-sized businesses are missing out on the benefits of group retirement plans - and advisors have the power to change that. In this episode,  Courtney Proudfoot joins Carolyne and Rahim to share insights on the importance of financial education for employees and to discuss strategies for engaging both plan sponsors and members… Unlocking new opportunities in the SMB retirement market.

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Benefits Alliance VoiceBy Benefits Alliance Voice