Oct. 22, 2020

New 401(k) Fee-for-Service Advice Program with Cetera –– With Jon Anderson & Kaci Skidgel

New 401(k) Fee-for-Service Advice Program with Cetera –– With Jon Anderson & Kaci Skidgel
New 401(k) Fee-for-Service Advice Program with Cetera –– With Jon Anderson & Kaci Skidgel
Wealthies Circle
New 401(k) Fee-for-Service Advice Program with Cetera –– With Jon Anderson & Kaci Skidgel

The new Fee-for-Service Advice Program at Cetera Financial Group provides financial professionals with holistic tools to help and support clients with their retirement-related finances.

In this episode, David Armstrong, editor in chief at Wealthmanagement.com, talks to Jon Anderson and Kaci Skidgel. Today’s guests discuss their award-winning platform while providing insight into their firm’s financial wellness programs and how they can help improve financial outcomes while reducing its stress implications.

In this episode, you’ll learn:

  • How the 401(k) Fee-for-Service Advice Program enhances the client-advisor relationship
  • How financial professionals can set their service charges and receive online payments
  • About the benefits of Cetera’s financial wellness programs
  • The role of advisors when financial issues impact employee performance
  • And more!

Tune in to learn about Cetera’s 401(k) Fee-for-Service Advice Program!

Resources: WealthManagement.com | Cetera Financial Group | Your Summit | Kaci Skidgel