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Jania Stout
Managing Director and Co-Founder of Fiduciary Plan Advisors at HighTower Advisors, specializing in 401(k) and ERISA plan consulting with billions in plan assets and expertise in fiduciary governance and participant education.
Best podcasts with Jania Stout
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Jun 4, 2019
• 1h 43min
Ep 127: Creating A Stewardship Report To Show Your Ongoing Value To [401(k) Or Other] Clients with Jania Stout
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Jania Stout, Managing Director and Co-Founder of Fiduciary Plan Advisors at HighTower, shares her journey in 401(k) consulting, managing nearly $4 billion in assets. She highlights the significance of stewardship reports that showcase ongoing value to clients. Jania discusses her innovative custom CRM for reporting and the distinct fee structures she employs. Tune in to learn about her strategies for leveraging LinkedIn for business growth, navigating independence, and the competitive landscape against large firms.
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