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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

Tuesday, February 23, 2010 – 6:17 AM by Don Trone, Guest Columnist
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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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