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Advanced Personal Financial Planning Conference 2016

LL10 - Growing your Retirement Practice with Small Business Owners

Jan 19, 2016 4:35pm ‐ Jan 19, 2016 4:55pm


Small businesses account for the significant majority of the over 600,000 401(k) plans in the market today. Recent surveys by the AICPA identified 3 key reasons why small business owners would move, start, or change their retirement plans.  In this session we will share the survey results and discuss how New Comparability with a 401(k) plan can be an impetus for change. Leverage this competitive advantage to effectively gain assets, new plans, and new clients in this lucrative segment of the market.


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