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Grant Ellis on Retireholics
We dive deep into the mind of Grant Ellis, AIF®, CPFA® The experiences, success and "learnings" of a Retirement Plan Advisor and his 20+ years in the biz.
Topics potentially covered:
• 401k Fee Structures
• The Stealthy Wealthy
• Being Yourself and Advisor Fashion
• Lifestyle Practice vs Scale
• Custom Service Models Depending Upon Client Size
View all episodes
By Retireholics
5
1111 ratings
We dive deep into the mind of Grant Ellis, AIF®, CPFA® The experiences, success and "learnings" of a Retirement Plan Advisor and his 20+ years in the biz.
Topics potentially covered:
• 401k Fee Structures
• The Stealthy Wealthy
• Being Yourself and Advisor Fashion
• Lifestyle Practice vs Scale
• Custom Service Models Depending Upon Client Size
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