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Investment Commentary

To Affinity and Beyond!

affinity

Once you’ve got hold of something, it’s hard to let it go.

So What Did You Expect?

Why do financial markets sometimes move up on bad news and down on good news? Why do these unanticipated fluctuations seem to bother us so much?

From the Blog

Practice Management: The 'Gateway' to Retirement Plan Flexibility

Owners of small businesses and professional practices can achieve greater flexibility in how they apportion contributions to employees when they participate in a profit-sharing retirement savings plan by employing a “cross-tested” design known as New Comparability.

Practice Management: How to Win New Retirement Plan Sponsors? Referrals.

If you’re looking to get in the door with retirement plan sponsors who don’t have a financial advisor or want a new one, the most important thing you can do is make sure you’re worth a referral from the clients you already serve.

Grow Your Business: Ask And You Will Receive

Retirement plan advisors who want to build their practices can accomplish just that by providing superior service and asking plan sponsors for referrals and recommendations.

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For Intermediary Use Only. May be subject to Broker/Dealer firm availability. Copyright 2021 Empower Retirement, LLC. All rights reserved.
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