Benchmarking Advisor Panel | Basam Malik & Larry Witzel - RPAG National Conference 2023 скачать в хорошем качестве

Benchmarking Advisor Panel | Basam Malik & Larry Witzel - RPAG National Conference 2023

In this insightful video, we bring on stage two respected and closely worked-with advisors, Larry Witzel and Basam Malik. They share their expertise and discuss benchmarking practices in the financial services industry. Larry, with a focus on retirement plans, and Basam, representing a multifaceted advisory firm, discuss into the intricacies of prospect analysis, plan design, and the importance of scalability. Tune in to gain valuable insights from these seasoned professionals! RPAG: https://rpag.com Get Started: https://www.rpag.com/contact-us More information: https://insights.rpag.com #retirementplanadvisorygroup #rpag #401k #403b #financialprofessional #RetirementPlanning #FeeBenchmarking #FinancialServices #PlanSponsors #AdvisoryServices #RecordKeeping #RetirementSavings #WealthManagement #FinancialWellness #RetirementIncome #ClientSuccess #FinancialEducation #AdvisorSupport #FinancialFuture #RetirementStrategies #PlanDesign #RPAGPresentation #scalability #ProspectAnalysis #clientretention