Efficient Advisors
@efficientadv
Affordable Turnkey Asset Management Program & Back office support helping advisors with outsourcing solutions for HNW clients and Fiduciary on Retirement Plans
Advisors hear presenters from Dimensional and Efficient Advisors explain how to implement an effective investment strategy for your clients bit.ly/2HBIh0y
Fee transparency may be the most important factor for RIAs selling retirement plans. Read this great article by Mark Klein in FA-Mag! okt.to/E7iHtB
For active management to work, it has to consistently and predictably know something about present or future stock prices that the market as a whole doesn’t know. Is that possible? okt.to/XuO52h
Whether you have clients who are newly married or are celebrating their silver anniversary, these are some great conversation starters to share with them. 3 Retirement Planning Conversations For Every Married Couple -- The Motley Fool okt.to/Se2YLV
If you've been the victim of identity theft, you know the negative impact can last for years afterwards. Learn how to take advantage of the new consumer credit protection law. okt.to/FWzkwR
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/2MH8oFM #401kuniversity #ea401kuniveristy
Advisors Don't Miss Out! Next Wednesday September 12th. Free Workshop- Selling 401(k) Plans Made Easy - One-Day Training bit.ly/2OBcwnv #401(k)university #401k
401(k) plans made easy. Advisors, join us for our free 401(k) workshop bit.ly/2McDOiU #401kuniversity #ea401kuniveristy
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/2L8sbcs #401kuniversity #ea401kuniveristy
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/2GNf7WT #401kuniversity #ea401kuniversity
7 investment trends in 401(k) plans investmentnews.com/gallery/201805… via @newsfromIN
What Triggers the Affluent to Replace Their Advisor wealthmanagement.com/prospecting/wh…
Advisors register for our free one day 401(k) university. Next class is June 6! #401k bit.ly/2JL3DFx #401(k)university #ea401kuniversity
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/2HsTNXZ #401(k)university #ea401kuniversity
RIAs not (yet) facing fee pressure financial-planning.com/news/financial…
Advisors come learn about our new portfolios featuring Dimensional funds. bit.ly/2vo5KNa
Advisors Don't Miss Out! Free Workshop- Selling 401(k) Plans Made Easy - One-Day Training bit.ly/2GUz0jG #401(k)university #ea401kuniversity
Spirit of fiduciary rule to survive legal setbacks onwallstreet.financial-planning.com/news/spirit-of…
The Fiduciary Standard Has Already Been Set wealthmanagement.com/regulation-com…
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