Sentinel's Head of Retirement Plan Advisory, Julie Doran Stewart was recently featured in a PLANADVISER article discussing the retirement plan provider disconnect.
"In today’s challenging operating environment, the adviser must not only provide sound advice for their client but take on multiple roles—including play caller and coordinator." She continues, "Like a good quarterback, we must effectively communicate plays and mitigate risk through frequent communication and information sharing, while maintaining a high-level view of the field."
Read the full article!
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