These are the two services I'm aware of in the space of allowing us to manage 401ks for clients and recieve a fee.
Which is best and what are the pros vs cons and the best platform from people already using one of these services?
Precisefp
Excel or word documents
Are what I've used in the past
Anything else out there that you like and why?
They have etfs with caps and buffers
What are the downsides?
Obviously long term return will likely take a bit but by how much I can't tell currently.
It's good at least from a behavioral perspective because they won't worry about the market as much but I do worry that the return won't be enough averaged out over the years
Can you hold these for the long term?
It seems to me that older buffered etfs you had to find a new etfs each year due to option expiration
Any advice would be very helpful
I'm considering this but don't have any experience with this.
I've heard good and bad stories about these situations.
So before this goes any further I wanted to ask everyone's best practices for buying it someone book.
I'm looking into sell and stays with 3 years max before selling advisor retires
What comp splits make sense
Wyatt makes sense considering doing the client work?
Is it how they cover the topic or the topics themselves?
Is there anything new they can do? Theres only do much you can say alot roth conversions and at allocation.
What makes a thumbnail go from attention having to click bait
Been following these guys for years and I'm wondering if they would read this sub as I'm seeing a lot of complaints with the direction their taking the channel.