The new Fee-for-Service Advice Program at Cetera Financial Group provides financial professionals with holistic tools to help and support clients with their retirement-related finances.
In this episode, David Armstrong, editor in chief at WealthManagement.com, talks to Jon Anderson, Cetera's head of Retirement Plan Solutions and Kaci Skidgel, Summit's President, Retirement Plans. Today’s guests discuss their award-winning platform while providing insight into their firm’s financial wellness programs and how they can help improve financial outcomes while reducing its stress implications.
In this episode, you’ll learn:
- How the 401(k) Fee-for-Service Advice Program enhances the client-advisor relationship
- How financial professionals can set their service charges and receive online payments
- About the benefits of Cetera’s financial wellness programs
- The role of advisors when financial issues impact employee performance
- And more!
Tune in to learn about Cetera’s 401(k) Fee-for-Service Advice Program!
Listen to the Wealthies Circle podcast
0 comments
Hide comments