Advisors as Educators: Unlocking Opportunities with SMBs
from Benefits Alliance Voice Hosted by Benefits Alliance Voice
Many small and mid-sized businesses are missing out on the benefits of group retirement plans - and advisors have the power to change that. In this episode, Courtney Proudfoot joins Carolyne and Rahim to share insights on the importance of financial education for employees and to discuss strategies for engaging both plan sponsors and members… Unlocking new opportunities in the SMB retirement market.
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Frequently asked questions
How long is this episode of Benefits Alliance Voice?
This episode is 36 minutes long.
When was this Benefits Alliance Voice episode published?
This episode was published on October 14, 2025.
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