Qualified Plan Design Optimization & Benchmarking
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User reviews
(Updated: June 27, 2013)
5.0 |
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Excellent insight but did not bridge to how the program may be used as a client acquistion strategy.
I came in late so maybe I missed that section
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(Updated: June 27, 2013)
5.0 |
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Very useful information for those RIAs who are involved in qualified plans and want to set themselves apart from the competition. Thank you.
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(Updated: June 27, 2013)
5.0 |
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(Updated: June 27, 2013)
4.0 |
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(Updated: June 27, 2013)
4.0 |
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