Name
Should 401(k) Advisors Cross Sell?
Date & Time
Monday, October 16, 2023, 3:30 PM - 4:15 PM
Speakers
Patrick Rieck, HUB International
Jania Stout, Fiduciary Plan Advisors-A OneDigital Company
Julie Braun, Morgan Stanley
Patrick Rieck Jania Stout Julie Braun
Description

 

Employers and employees both want and need the full value of your firm and your strategic partners. This panel of experts will discuss their differing perspectives on total rewards/cross selling. Is the industry stigma warranted? Or are advisors who don't address the needs of participants not acting in their best interest? 

Location Name
Woodrow Wilson (Exhibit Hall)
Session Type
General Session