Unlocking the Potential of Retirement Plans: Insights and Strategies
Expand your advisory practice by integrating retirement plans, leveraging the SECURE 2.0 Act and state mandates to meet growing demand and enhance client relationships.
Key Points
- Growing Demand: The SECURE 2.0 Act and state mandates are driving small- to mid-sized businesses to adopt retirement plans, increasing the need for advisory services.
- Business Growth: Integrating retirement plans into your practice can help you access new clients, including business owners and employees, and protect your existing client base from competitors.
- Client Relationships: Offering retirement plans can strengthen client relationships by providing essential tools for attracting and retaining talent.