EPISODE · Oct 22, 2019 · 22 MIN
Jonathon Schultheiss | Gate City Advisors
from Grow Retire Ready Clients · host Jonathan Schultheiss
As head of corporate retirement plans, Jonathon Schultheiss shares how their 401(k) management feeds into their wealth management services. He highlights the success they have had with participants and plan sponsors, particularly through the use of TRAK's one page Gap Analysis Report.
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Jonathon Schultheiss | Gate City Advisors
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