I am a successful entrepreneur, consultant, and creator who has spent the last 20+ years working in the financial industry while developing training, tools and resources for 401k advisors. I am the Founder and former CEO of Financial Service Standards (sold to fi360, Inc. in 2013). I now write, speak, and consult full-time. I am married and have two boys. I live near Pittsburgh, PA. Learn more about me >>
I speak on practice management, fiduciary compliance, and business development for 401k Advisors. Check my availability. >>
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