Fall Into Financial Wellness
Chuck Hammond, CPFA?, AIF?, PPC?, CMFC?
Helping Advisors Start, Build and Grow Their Retirement Plan Practices
The topic of overall Wellness and more specifically Financial Wellness has become a much talked about topic in our industry. Advisors, Broker-Dealers, and vendors are all venturing into the fray with tools, tips and ideas.
Last year, at the Excel401k Conference I had the opportunity to be on a panel with Chris Whitlow and Charlie Epstein. Each of us had a different view of the topic and the pros and cons of Advisors engaging in it.
Over the course of the next few months I will present ideas, data, and resources that Advisors should consider as they begin to have these conversations with Plan Sponsors.
The Fall Into Financial Wellness will be a series of podcasts with vendors, Broker-Dealer executives, Advisors and solutions partners that have invested in this topic personally and corporately.
I hope you find it helpful as you continue to increase and improve your Plan Sponsor relationships.
The first podcast in the series can be found here: https://soundcloud.com/the-401k-study-group/what-is-financial-wellness-and-why-now
Freelance financial writer with more than 25 years of experience. Financial literacy evangelist. I help financial services companies deliver education on investing, retirement planning, and personal finance.
2 个月So cool! Glad you shared this.