You know how much I value a top notch TPA (Third Party Administrator) partner. They can help you win more plans with plan design help than almost any other way. They can come in the form of a CPA firm, a specialists firm, or inside of a recordkeeper. So how can decided who to trust to help your clients? After all, they are getting paid the client just like the advisor and recordkeeper.
In this episode I dive into this topic with Coleton Hutchins, QKA from The Ryding Company. Connect with him on Linkedin.
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