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Ask the Experts
Sharon Pivirotto
38 episodes
3 days ago
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Investing
Education,
Business,
Management,
Self-Improvement
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Investing
Education,
Business,
Management,
Self-Improvement
https://401kbestpractices.com/wp-content/uploads/2022/07/25.jpg
#25 – How to Scale Your 401k Business with Segmented Service Models
Ask the Experts
6 minutes 32 seconds
3 years ago
#25 – How to Scale Your 401k Business with Segmented Service Models
#25 - In this episode, I'm sharing (the cliff-notes version of a full training video covering...)what your service model needs for every plan, and how to put a system in place to manage the small plans and the big plans, from 2 plans up to 200 plans.
Ask the Experts