Beyond Bulls & Bears

Workplace Retirement Voice: Adding the two “P”s to the three “F”s
Equity

Workplace Retirement Voice: Adding the two “P”s to the three “F”s

The advisor of the future needs to embrace a new value proposition, according to John Kutz, National Retirement Plan Strategist at Franklin Templeton. This means moving beyond the “three F’s” and taking a more holistic approach to changing client needs.