Rob Whitman
By Rob Whitman 4/27/2023
Some advisors have found that a great way to solidify their relationship with a school district is to promote service awards for the district’s employees.
One of the ways to do this that has the most impact is to actively participate in recognizing employee milestones. And one way you can do this...
READ MORE
By Rob Whitman 3/21/2023
With winter winding down and people itching to get out of their houses, how about helping your clients scratch that itch and have an outdoor client appreciation event?
One activity that has had great success is providing golf lessons for your clients who either golf, or would like to learn how...
READ MORE
By Rob Whitman 1/12/2023
Why not start the New Year off with a client appreciation event?
You have probably already guessed that this client event idea is a cooking class. With money being tight for so many people, why not help encourage your clients to do some cooking at home and save a little money. There are many...
READ MORE
By Rob Whitman 4/7/2022
Both group and individual custodial agreements can have many of the same participant features such as accepting both employer and employee contributions, allowing for participant loans and hardship withdrawals, etc. The biggest differences between the two types of agreements are the level of...
READ MORE
Advertisement