189 - How To Build A Market Advising 401(k) Plans with Bonnie Treichel
189 - How To Build A Market Advising 401(k) Plans with Bonnie Treichel

189 - How To Build A Market Advising 401(k) Plans with Bonnie Treichel

Zongo Le Dozo

36 min
Business & Finance
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Description

With the passage the SECURE Act 1.0 and 2.0, agents and advisors have a greater opportunity than ever before to help individuals navigate the complexities of their 401(k) plan. Today on our show, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, discusses the wide variety of advice and education we can provide and the requirements to enter the space. Links mentioned in the show: https://www.linkedin.com/in/bonnietreichel/ https://endeavor-retirement.com/

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timothyLeaf

timothyLeaf

189 - How To Build A Market Advising 401(k) Plans with Bonnie Treichel - Listen Free | WowFM