Main Bullet points:
In an era of fee compression and smaller margins, advisors are looking for new ways to increase revenue and win new plans. Effective participant education can create a win-win scenario: improving participant outcomes and satisfying the plan sponsor while increasing your revenue. Sound too good to be true?
Edward has been providing retirement readiness tools since 1986. His company’s purpose is to create tools that help advisors confidently educate individuals about retirement planning.
His flagship product, The Retirement Analysis Kit (TRAK), is financial planning software designed specifically for advisors.