Does 401(ok), Held Away Account Administration Match into Holistic Recommendation?


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What’s in a reputation? Appearing as a “bridge” to raised retirement, Pontera permits retirement savers to get assist managing their 401(ok) from their trusted advisor. 

On this episode, Shannon Rosic, director of WealthStack content material and options, is joined by Nicole Zheng, CMO of Pontera, to speak about how their safe and seamless platform permits advisors to watch and commerce 401(ok), 403(b) and different held away accounts to make sure they’re assembly their shoppers’ wants.

Shannon and Nicole focus on:

  • Why it’s essential for shoppers to have the choice to have their 401(ok) managed by a trusted advisor as a part of their complete monetary plan
  • What demographics are receptive to 401(ok) administration
  • How advisors ought to strategy the idea of holistic recommendation, particularly surrounding retirement planning
  • Who Pontera integrates with and the place will they develop sooner or later 

Join with Shannon Rosic:

Join with Nicole Zheng:

About Our Visitor:

Nicole Zheng has been a startup founder and advertising and marketing government in sensible residence, heath tech, unified communications, web infrastructure, and now fintech. She is keen about cultivating inclusive firm cultures, advancing ladies in tech, and designing efficient go-to-market methods.

 

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