6 Ways Financial Advisors Can Improve Client Confidence | Ben with Benefits - Ben White

On today’s episode of Ben with Benefits, Ben Carlson is joined by Pontera’s Senior Director of Public Policy, Ben White to discuss Pontera’s new 401(k) Literacy Survey and how it helps you understand what 401(k) investors are looking for when it comes to financial advice, how financial advisors can improve investor confidence, how to ask better questions, the biggest problem areas for retirement investors, and more! This episode is sponsored by Pontera. Learn more about how you can help your clients retire better through managing their held away 401(k)s. Visit https://www.pontera.com. For more from The Unlock, sign up at: https://www.advisorunlock.com/ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation

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