Hear from one of our industry’s most respected veterans about how his firm has built a worksite financial management business model designed to embrace today’s convergence of healthcare, retirement savings, and wealth management. What one shocking word did a long-time, happy, personally close client say that changed everything? What one thing must you do if you want to add wealth management to your 401(k) practice? What has the pandemic exposed about American household money? How do you deliver wealth management to the average employee who does not require a full blown, complex financial plan? Is it possible for holistic participant wellness to be delivered via---an app? Join Ross for a conversation with Brad Arends, Co-Founder and CEO of intellicents. If you have a 401(k) firm and you’re thinking about how to manage participant decumulation, this podcast is a must-listen!

www.intellicents.com