Thanks for joining us this week at Vestwell’s National Sales Meeting, Bonnie Treichel! As Founder and Chief Solutions Officer of Endeavor Retirement, Bonnie sat down with Vestwell’s VP of Sales, Christian Romano, to discuss the many exciting opportunities for financial professionals in workplace savings. Through new legislation like SECURE 2.0, emerging tax credits, and efficient partnerships, advisors can expand their client base and offerings. Advisors, catch Christian’s top tips for scaling your practice in the market ⬇️
Helping retirement plan advisors save time, manage risk, and secure business through the installation of governance frameworks | 401k | 403b | ERISA
Are you an advisor thinking about the small plan market and all of the opportunities that await? (hint: think SECURE tax credits, new legislation continues to be introduced, the push from the state plans, and beyond!) But at the same time are you thinking there is no way this is going to be a good use of your time? You will definitely want to hear from Christian Romano of Vestwell at their National Sales Conference in NYC! He shares 3 quick tips on how you can capitalize on this market segment in a competitive way. And, you can hear about what sport I will be crushing tonight! ⛳ Eli Landow Richard Tatum Joshua Forstater John Farmakis, Jr. Endeavor Retirement Endeavor Law Jana Cooper Molly Treichel Chris Simmers