Wealthies Circle Podcast: Cetera's 401(k) Fee-for-Service Advice ProgramWealthies Circle Podcast: Cetera's 401(k) Fee-for-Service Advice Program
Cetera's Jon Anderson and Summit's Kaci Skidgel discuss how the firm's new 401(k) Fee-for-Service Advice Program enhances the client-advisor relationship.
October 22, 2020
The new Fee-for-Service Advice Program at Cetera Financial Group provides financial professionals with holistic tools to help and support clients with their retirement-related finances.
In this episode, David Armstrong, editor in chief at WealthManagement.com, talks to Jon Anderson, Cetera's head of Retirement Plan Solutions and Kaci Skidgel, Summit's President, Retirement Plans. Today’s guests discuss their award-winning platform while providing insight into their firm’s financial wellness programs and how they can help improve financial outcomes while reducing its stress implications.
In this episode, you’ll learn:
How the 401(k) Fee-for-Service Advice Program enhances the client-advisor relationship
How financial professionals can set their service charges and receive online payments
About the benefits of Cetera’s financial wellness programs
The role of advisors when financial issues impact employee performance
And more!
Tune in to learn about Cetera’s 401(k) Fee-for-Service Advice Program!
