50/50 Accelerator Podcast
50/50 Accelerator Podcast
Josh Patrick
Episode 394: Growing and scaling your retirement plan business
25 minutes Posted Mar 10, 2023 at 11:00 am.
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Show notes

Today we're talking with Eric Hoelter from AssetMark as we discuss consulting on plan design, prospecting, presenting, fee analysis, and conversion of existing retirement plans. This is about helping advisors and their clients create retirement plans to meet their goals and needs.