Kathleen (Kate) McBride, AIFA® joins me on the show today. We will discuss CEFEX Certficiation what it is, how to obtain it and how it can help a 401k Advisory Practice grow and retain retirement plan clients. Kate is the founder of Fiduciary Path, LLC, a CEFEX Analyst holds the Chair For the Committee for Fiduciary Standard.
To learn more about CEFEX Certification contact Kate here on LinkedIn https://www.linkedin.com/in/kathleen-mcbride-aifa®-ba739214
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