Retirement plan advisors who prioritize personalization in their delivery model stand to earn a sustainable market advantage over the near to mid-term. iJoin’s CEO, Steve McCoy, penned an article published by NAPA-net.org, “4 Ways MAPs, 401(k) Personalized Strategies Create Market Advantages.”
In it, he outlined three areas of advisor interest:
- Where personalization matters most
- How participants are responding
- How personalization is driving results
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