IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM

Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.

AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 20

Managing Your 401(k)

General Manager at Betterment for Business Discusses the Most Effective Strategies for Managing Your 401(k)

Rob and Rory speak with Kristen Carlisle, the General Manager at Betterment for Business, as she highlights Betterment’s unique tech-enabled platform for managing 401(k) plans. Betterment integrates two arms into their range of services: Betterment for Advisors (check out the podcast with Jon Mauney!) and Betterment for Business. Betterment for Business is a simple and easy-to-implement software solution for businesses ranging anywhere from 2 – 1000s employees. Clients oftentimes find tax-saving strategies and 401(k) plans difficult to comprehend; Kristen gives key insights into Betterment’s platform, which provides advisors with the tools necessary to help service clients as a fiduciary expert advisor. Betterment has seen record highs with an increase in new clients by over 100%. Kristen attributes this to Betterment’s ability to increase outreach to advisors and implement a completely online pathway for small organizations to get started automatically as the key catalysts for their growth. In this podcast, you will learn more about Betterment for Business and better understand how you can easily manage 401(k) plans for your business clients, so don’t miss out!

5/5
Share on facebook
Share on twitter
Share on linkedin
Share on reddit
Share on email

DON'T LOSE YOUR BOOK OF
BUSINESS TO AUTOMATION OR
FINANCIAL ADVISORS.

WHAT LEVEL
WEALTH MANAGEMENT
FIRM ARE YOU?

Level 1

Level 2

Level 3

OUR IDENTITY

Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.

It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.

At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.

IMPLEMENT THESE SERVICES
THROUGH OUR PROGRAM

ACCESS OUR FAMILY OFFICE LEVEL OF CARE BY IMPLEMENTING ANY OF
THE FOLLOWING SERVICES. YOU DESERVE THE BEST COMPANIONS IN YOUR
BUSINESS JOURNEY; THAT IS WHY ARROWROOT FAMILY OFFICE WEALTH
MANAGEMENT FORWARD IS HERE FOR YOU.

Financial Planning

Investment Advisory

Life Insurance

Estate Planning

DOWNLOAD OUR PLAYBOOK

* By signing up, you will also receive occasional email updates.

DOWNLOAD OUR PLAYBOOK