Adviser Talks: Kenneth Catanella On Financial Wellness
The UBS managing director explains why financial wellness for participants is much more than “a nice to have benefit."
Tag: video
Adviser Talks: Scott Ciullo on Participant Enrollment
The director of retirement plans for KerberRose Wealth Management walks through a case study for on-site participant enrollment.
Adviser Talks: Phil Sherman On Behavioral Finance (Video)
Sherman, of Deschutes Investment Consulting, discusses the importance of communication style and language in reaching participants.
Adviser Talks: Leah Sylvester Discusses Preparing Plan Sponsors for Audits (Video)
Sylvester, of Shephard Financial, discusses the importance of tracking the plan design decisionmaking process with clients.
Adviser Talks: Kelli Send Discusses Plan Participant Services (Video)
Send, of Francis LLC, discusses the importance of connecting with participants beyond the 401(k) to help with overall financial success.
Practice Development
Your Message, Set in Film
Videos are a powerful way to communicate with participants