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EPISODE · Apr 9, 2021 · 11 MIN

Jake Rushton

from 401(k) Specialist Podcast · host Jake Rushton

Jake Rushton, a tech-savvy advisor with TrueNorth Wealth in Salt Lake City, is doing some amazing things with social media engagement. He’s part of a younger generation of plan professionals who are overturning and improving on a traditional, staid (some would say boring) defined contribution system and actually making 401(k)s fun, attracting attention, and clients, by doing so.We asked him about current regulations and their effect on his business, the benefits of targeting a market niche, and the flood of new business he’s receiving from a re-opening economy. Jake joins us right after these messages.Sponsored by Capital Group, home of American Funds Target Date Retirement SeIf you think every target date fund can deliver the same long-term results, let’s retire that thSponsored by Capital Group, home of American Funds Target Date Retirement Series. If you think every target date fund can deliver the same long-term results, let’s retire that thinking.Sponsored by Capital Group, home of American Funds Target Date Retirement Series.If you think every target date fund can deliver the same long-term results, let’s retire that thinking.Sponsored by Capital Group, home of American Funds Target Date Retirement Series.If you think every target date fund can deliver the same long-term results, let’s retire that thinking.

Jake Rushton, a tech-savvy advisor with TrueNorth Wealth in Salt Lake City, is doing some amazing things with social media engagement. He’s part of a younger generation of plan professionals who are overturning and improving on a traditional, staid (some would say boring) defined contribution system and actually making 401(k)s fun, attracting attention, and clients, by doing so. We asked him about current regulations and their effect on his business, the benefits of targeting a market niche, ...

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Jake Rushton

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How long is this episode of 401(k) Specialist Podcast?

This episode is 11 minutes long.

When was this 401(k) Specialist Podcast episode published?

This episode was published on April 9, 2021.

What is this episode about?

Jake Rushton, a tech-savvy advisor with TrueNorth Wealth in Salt Lake City, is doing some amazing things with social media engagement. He’s part of a younger generation of plan professionals who are overturning and improving on a traditional, staid...

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