A Conversation with Cetera Financial Group's Head of Workplace & Retirement, Jon Anderson
By ThinkAdvisor, sponsored by Jackson National Life Insurance Company
In the extensive experience of Cerera's Jon Anderson, one of the best things about working in the retirement field is the opportunity to collaborate with so many talented and interesting people who are all dedicated to a single purpose — helping Americans prepare for a financially secure and dignified life after work.
In this episode of the Ask the Retirement Expert podcast series, ThinkAdvisor Senior Reporter John Manganaro speaks with Anderson, who is head of workplace and retirement at Cetera Financial Group, about the rapid convergence of "retail wealth management" and "workplace retirement," with a special focus on what this big trend means for financial advisors seeking to grow their practices.
As Anderson explains, success in the retirement domain requires securing the right talent and investing the time and resources required to create a truly responsive and scalable organization.
Other topics covered in the episode include:
- Serving small business owners who are starting retirement plans.
- Key legislative changes that are bolstering the 401(k) plan market.
- How to make strategic adjustments when a financial plan falls short, and more.
To listen to the previous episode, click here.
To listen to additional podcasts within the Ask the Retirement Expert series, click here.
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