401kExperts 035: How a Printed Compliance File Can Help You Win New Business

10/11/2022 3 min

Listen "401kExperts 035: How a Printed Compliance File Can Help You Win New Business"

Episode Synopsis

#35 - In this episode of the 401k Best Practices (Ask the Experts) podcast, I'm sharing a short story about what an advisor I worked with said was a key reason they won a $200 million dollar plan.