Works with advisors to help find outsourced back office and investment management solutions 267-613-6251
Philadelphia, PA
Joined January 2017
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Interesting to see some of this data as to why clients leave an advisor. teapawt.net/efficientadv/status/99…
Low returns create bleak outlook for clients in 'retirement red zone' investmentnews.com/article/2… via @newsfromIN
Chris Powers retweeted
Spirit of fiduciary rule to survive legal setbacks onwallstreet.financial-plann…
The Battle Over Automatic Retirement Plan Enrollment wealthmanagement.com/retirem…
should be an interesting few months in regards to the fiduciary rule. Is the toothpaste out of the tube already? teapawt.net/efficientadv/status/97…
Chris Powers retweeted
Advisors Don't Miss Out! Next Wednesday March 21st. Free Workshop- Selling 401(k) Plans Made Easy - One-Day Training bit.ly/2ph30uz #401(k)university #401k
Snow makes everything more fun. Sorry to miss everyone today. Be safe and we look forward to seeing you March 21st. teapawt.net/efficientadv/status/97…
401(k) university a free workshop for advisors has been moved to Wednesday March 21st. Please join us. eventbrite.com/e/401k-univer…
Chris Powers retweeted
Advisors It's Time To Get Into The 401(k) Market. Our 1-Day 401(k) University Will Show You How. Learn everything you need to know to start selling plans through our simplified system. #401k bit.ly/2t67FVu #401(k)university #ea401kuniversity
Register for this advisor only event #401(k)university #ea401kuniversity teapawt.net/efficientadv/status/96…
Advisors Don't Miss Out! Free Workshop- Selling 401(k) Plans Made Easy - One-Day Training bit.ly/2EYTXZW #401(k)university #ea401kuniversity
Now that firms are leaving the broker protocol it will be interesting to see how they try to stop advisors from leaving. investmentnews.com/article/2… via @newsfromIN
Free one day workshop for advisors in Philadelphia. @efficientadv teapawt.net/efficientadv/status/96…
Give Us One Day And We'll Give You The Keys To A Proven 401(k) System - Advisors, enroll in our free intensive one day workshop and you will learn everything you need to start right away. bit.ly/2ECFajc
Join us for our FREE workshop for advisors looking to grow their 401(k) business teapawt.net/efficientadv/status/96…
Advisors Learn Everything You Need To Know To Grow Your 401(k) Practice In 1 Day
Join us for our free 401(k) workshop
bit.ly/2C0td9l
We can help advisors protect plan sponsors from Fiduciary harm. Ask about how you can use Efficient Advisors Smart 401(k) program today teapawt.net/efficientadv/status/96…
Financial Wellness for plan participants starts with education. We definitely can help advisors tackle this. bit.ly/2Fa1XCX
Looking forward to seeing everyone at TD Ameritrade LINC 2018 in Orlando next week. bit.ly/2E7xXbq
Chris Powers retweeted
RIAs bullish on asset growth financial-planning.com/slide…
The difference between advisors and brokers discussion continues... financial-planning.com/news/…
Chris Powers retweeted
Interesting points brought up by Blackrock regarding retirement readiness benefitspro.com/2017/12/08/r…