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How RIAs are using “DIY” planning solutions to gain new clients

How RIAs are using “DIY” planning solutions to gain new clients

Released Wednesday, 11th October 2023
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How RIAs are using “DIY” planning solutions to gain new clients

How RIAs are using “DIY” planning solutions to gain new clients

How RIAs are using “DIY” planning solutions to gain new clients

How RIAs are using “DIY” planning solutions to gain new clients

Wednesday, 11th October 2023
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Chuck talks with the Steve Chen, Founder & CEO of NewRetirement, about their “DIY” Planning solution. They drill down into the specifics of how RIAs are using this tool as a way to prospect and gain new clients – especially in the 401K space.

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