Fred Barstein, contributing editor for WealthManagement.com's RPA channel and CEO at TRAU, TPSU and 401kTV, speaks with Jania Stout, newly minted president of Prime Capital Retirement & Wellness, asking:
- What are the 3 biggest issues/challenges that RPAs face when they sell to an aggregator?
- What are the 3 main reasons for an RPA to join Prime Capital Financial Retirement?
- What do you see as the biggest challenges for you as you transition from being an individual producer to managing RPAs?
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