Ep #26: How To Be A Retirement Plan "Fixer" with Alex Assaley
Alex shares the importance of building a practice that is in alignment with your values while also providing quality information in an easy-to-digest format.
Alex Assaley is the managing principal at AFS 401(k) Retirement Services, LLC. In his role, he makes complex retirement plans simple for employers by helping them navigate the myriad of regulatory and oversight requirements. Alex does not need any introduction in the advisory space, having been named as one of NAPA’s top retirement plan advisors under 40. Today he joins the show to discuss how the fiduciary advisor role has evolved over the years and his reasoning for staying independent in the midst of the current M&A environment.
Listen in as we talk about the financial wellness offering Alex and his team created, as well as the battle for employee advice and who is in the best position to deliver it. You will hear advice for general practice management, how to segment clients based on size and scope, and Alex's strategic priorities for his team and clients.
