Financial wellness is winning 401(k) plan business
The strategy is seen as an opportunity to help train younger advisers and prospect for wealth management clients.
December 24, 2020
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Financial wellness was once a specialty service offered by a minority of retirement plan advisers — but now it is all but necessary to win new business, according to guests at the RPA Convergence Broker Dealer Roundtable and Thinktank in December.
“I’m amazed at the number of them that have redone their pitchbook, their presentation they use for prospects,” said Taylor Hammons, head of retirement plans at Kestra Financial. “They’ve minimized or removed the slides that talk about provider due diligence.”
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