You want to win more business and be competitive against the top advisory firms in the country. Utilizing Accelerate Retirement to your advantage will streamline your client servicing while keeping operational costs and spend time low. Watch the video below to learn how we can give you back-office expertise with a laser focus on retirement plans so you can compete with scale and leverage.
Presenters:
Chris Giovinazzo, AIF®️, CPFA™️, ARPC, C(k)P®️, Managing Director
Benjamin Leger, Senior Vice President @Fidelity Investments
Matthew Giovinazzo, CFA Senior Investment Advisor
