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7 things a financial advisor needs to know to succeed in the 401(k) business

Needy plan sponsors are green pastures for those with the right tools

Author Don Trone, Guest Columnist February 23, 2010 at 6:17 AM
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Don Trone: Plan sponsors want advisors who can lead the way.

Peggy McGillin

Peggy McGillin

March 2, 2010 — 2:59 PM

I have jumped in this market, your list is spot on. I had to figure it out the hard way, trial and error. It is very confusing at the start and even as a CFP, what you learn isn’t enough to know how to be in the 401(k) advice business. With commitment and focus it can be learned. Thank you

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