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Plan Confidence CEO Kevin Clark on How To Give Advice (And Get Paid) on 401k Accounts That Are Held Away
Kevin Clark, CEO and Co-Founder of Plan Confidence, discusses their software that helps you give compliant advice on 401k, 403b, 457, Pension, Variable Annuity, or any other plans that are held away, and lets you bill directly from the software.
Kevin and Don Anders get into how the Plan Confidence software works, the client experience, and the advisor experience. They also discuss potential compliance issues for advisors giving advice on 401k's under the new ERISA rules.
Use the discount code "MFA2021" to try the Starter plan for $99 a month or the Pro plan for $239 a month: https://share.hsforms.com/1U-TpUZceRwG3O-DpmmKeAw381oi
Learn more about Don Anders and Advisor's Platform: https://www.advisorsplatform.com/
Make sure to follow us on YouTube, LinkedIn and Facebook for future updates: @advisorsplatform
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By Don AndersKevin Clark, CEO and Co-Founder of Plan Confidence, discusses their software that helps you give compliant advice on 401k, 403b, 457, Pension, Variable Annuity, or any other plans that are held away, and lets you bill directly from the software.
Kevin and Don Anders get into how the Plan Confidence software works, the client experience, and the advisor experience. They also discuss potential compliance issues for advisors giving advice on 401k's under the new ERISA rules.
Use the discount code "MFA2021" to try the Starter plan for $99 a month or the Pro plan for $239 a month: https://share.hsforms.com/1U-TpUZceRwG3O-DpmmKeAw381oi
Learn more about Don Anders and Advisor's Platform: https://www.advisorsplatform.com/
Make sure to follow us on YouTube, LinkedIn and Facebook for future updates: @advisorsplatform