As Open Enrollment approaches we’re continuing the conversation today to talk about benefits spend from the advisor lens. In this episode, Bill and Heather are joined by Jeanne Fisher, CFP®, CPFA and managing director at Strategic Retirement Partners — though she is most commonly known as “The 401k Lady.” In addition to building a successful practice serving as an investment advisor representative and financial consultant for families and businesses, Jeanne has truly cracked the code in terms of helping people understand the often complex nature of the financial services industry via her social media presence. Tune in to hear more about what she has to say on the latest benefits she and her team are prioritizing when it comes to client discussions this Open Enrollment season.
Bill Harmon is a registered representative of Voya Financial Partners, LLC (member SIPC).
Jeanne Fisher and Strategic Retirement Partners are not affiliated with the Voya® family of companies.
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