What do most successful 401(k) advisors have in common? They impact employees by going beyond the 401(k). Join Ross as he interviews successful advisors and industry experts who offer 401(k) plans and financial wellness services. Learn what they're doing now and where they see the industry heading.
Can you feel it?
The foundation of financial advice is shifting. Join Ross as he interviews the "Shifters" who lead the transformation towards human-first financial guidance. Guests include forward-looking advisors, industry experts, and academics doing cutting-edge research. The Shift is on!
Most financial advisors have similar goals. They want to grow and manage their practices. We understand what it's like to have so many ideas and see endless possibilities while having limited resources. What's most important is the next step. But how do you decide?
That's where we come in. Since 2010, A2X has helped forward-looking financial advisors think and make decisions. From podcasts and YouTube Shows to National Conferences, A2X showcases top advisors and thought leaders from our industry. Learn how the most successful advisors are growing and managing their practices while gaining insight into the trends shaping financial advice.
Ross Marino, CFP®, our Founder and CEO, started his 30+ year career as a financial advisor and eventually added 401(k) consulting. While some practices offered financial planning and 401(k) consulting, most offered one or the other. Recently, that trend has changed.
Individual advisors may offer one or the other, but many practices provide both. Many 401(k) consultants added financial planners to their practice through hiring, mergers, and acquisitions. Financial planning firms have done the same.
In addition, a shift towards a more holistic approach is evident in financial planning and 401(k) consulting. Human-first Financial Guidance™ is replacing traditional goals-based financial advice on the financial planning side. While 401(k) specialists focus on plan design and technical expertise, their service offerings have expanded. Many are adding financial wellness programs, including one-on-one financial planning.
A2X delivers podcasts and hosts conferences designed to help advisors grow their practices. For personal financial planning, join us at Shift to explore Human-first Financial Guidance™. To learn how 401(k) specialists impact the lives of participants and their families, attend Wealth@Work.
Are you interested in speaking or sponsoring either event? Please let us know. We're always looking for new and diverse speakers to highlight on our podcasts and showcase at our events.