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The Advisor Lab by CION

Aug 2, 2021

In this episode, we sit down with Andy Hudson of Step Strategic, a consulting firm focus on helping advisors navigate the 401k space. If you’re an advisor and you support plan sponsors, or are looking to build your 401k book of business – this is the episode for you. Andy gets into his philosophy on identifying red flag trigger events, how advisors can drip on 401k plans, and how you can expand the conversation to show your unique value. 

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