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Friday, March 17, 2023

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

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What’s in a reputation? Performing as a “bridge” to higher retirement, Pontera permits retirement savers to get assist managing their 401(okay) 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(okay), 403(b) and different held away accounts to make sure they’re assembly their purchasers’ wants.

Shannon and Nicole talk about:

  • Why it’s essential for purchasers to have the choice to have their 401(okay) managed by a trusted advisor as a part of their complete monetary plan
  • What demographics are receptive to 401(okay) administration
  • How advisors ought to method 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 dwelling, heath tech, unified communications, web infrastructure, and now fintech. She is enthusiastic about cultivating inclusive firm cultures, advancing girls in tech, and designing efficient go-to-market methods.


THE WEALTHTECH REVOLUTION IS NOW. Obtain bolder expertise methods which might be powering a brand new technology of growth-oriented advisors at WealthStack

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