Content page

89: How to Incorporate 401(k) Planning Into Your Current Book of Business
January 26, 2023 – (24:27)

There's often overlooked opportunity for retirement-plan business in a financial professional’s existing book. Rick Unser, partner and managing director at Creative Planning, shares ideas on how to use existing client relationships to prospect in the 401(k) world.

Rick Unser is not affiliated with Hartford Funds