401(k) Real Talk Episode 208: September 16, 2026

Published on September 16, 2026

Open, honest and candid discussion about ADP’s partnership with EFE, the number of DC plans, apps vs. 401(k) websites, Wealthies winners, IBDs focused on convergence and more.

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In the Age of AI, Authenticity Is an Advisor’s Competitive Advantage

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Compensation Is a Multi-Layered & Ongoing Conversation

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In my years working with advisors, teams, and firms, I’ve had to confront the topic of compensation many times. My focus is on growth and teaming, and while I don’t consider myself an expert on compensation, the topic is closely aligned to those primary areas of focus. It’s hard to grow when you don’t have the right incentives in place to encourage people to focus on actually doing it and hard to