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The successful retirement plan advisor, part 1

Three common traits are shared by those advisors who are most successful in their work with retirement plans and participants.

By Liz Davidson | Updated on February 20, 2013

This is the first in a five-part series defining success for retirement plan advisors by Liz Davidson, who as president of Financial Finesse has a unique vision of who the most successful retirement plan advisors are, and what they have in common.–Ed.

This past year, I’ve had the pleasure of working with quite a few top advisors in the country, independent wealth management and retirement plan advisory firms, most of whom manage billions of dollars in assets. I’ve also spoken to a lot of plan advisors who aspire to reach that level of success, but haven’t been able to do so despite doing all the things they were taught to do when it comes to networking, prospecting and trying to close new business. 

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