
189 - How To Build A Market Advising 401(k) Plans with Bonnie Treichel
Zongo Le Dozo
36 min
Business & Finance
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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189 - How To Build A Market Advising 401(k) Plans with Bonnie Treichel
Zongo Le Dozo