Join Ross for a conversation with Alex Assaley, Managing Principal of AFS 401(k) Retirement Services. Alex is considered a “young” advisor in an industry where the average age of an advisor is 54. Yet Alex is no rookie. With over fifteen years in the business, he has guided his firm from startup through successful growth and expansion. How did a tragic event in Alex’s past lead him to his passion? How did he grow his firm so quickly? Where has he seen the biggest expansion opportunities? What can a solo advisor do if he does not have a team to bounce around ideas, challenge decisions or provide feedback? Will robo-advisors replace financial advisors? What has Alex found to be the biggest challenge to acquiring new business, and has he overcome it? What does he think is the biggest shortcoming in the 401(k) industry, and how is that beginning to evolve? And what does piano playing have to do with the delivery of financial wellness? Tons of insight from one of the industry’s top 401(k) advisors!

www.afs401k.com