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 and Kaci Skidgel. 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!