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Advisor and Carrier Capacity- Does Size Matter

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The 401k Study Group

The 401k Study Group

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Join me and Jason Grantz, QPA, AIFA as we discuss the challenges Advisors face when working with carriers in the DC Space.

Can you differentiate yourself by not taking on all comers?  Is choosing the right client and right partner more important than how large either of them may be?

Listen in to find out! 


 

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