The State Of The Financial Indust...
The State Of The Financial Industry With Michelle Coble

The Planarchy Podcast di Katherine Tipper and Kalin Jordan

Note sull'episodio

In this episode of The Planarchy Podcast, Katherine Tipper and Kalin Jordan from Hunter Benefits Consulting Group sit down with Michelle Coble of Odyssey Financial Group to talk about the state of the retirement plan industry, where it’s heading, what’s changing, and why collaboration between advisors and TPAs has never been more important. They dig into what’s working, what’s broken, and how we can all raise the bar for plan sponsors and participants. Welcome to the Planarchy, where we challenge the status quo and build a better retirement system together.

Parole chiave
retirement 401(k)