This is the fifth and final in a series of blog postings defining success for retirement plan advisors by Liz Davidson, who as president of Financial Finesse has a unique vision of who the most successful retirement plan advisors are, and what they have in common.–Ed.

In the first article of this series, The Successful Retirement Plan Advisor, Pt. 1: 3 Traits They ShareI identified key traits that successful advisors have in common. One of those traits was understanding the difference between expenses and investments, and committing to strategic investments that have the potential to take your firm to the next level. 

 

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