401(k) Real Talk Episode 172: October 29, 2025

Published on October 29, 2025

Open, honest and candid discussion about SECURE 2.0 implementation, Edward Jones workplace partnerships, Vestwell PEPs and more.

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The Importance of Partners Agreeing on Goals

October 29, 2025
Having standing meetings on a periodic basis, having an agenda to review what’s working and what’s not, and having someone with the authority to identify when things are not going as planned are all critical.

Clients Want to Praise Financial Advisors’ Work

October 29, 2025
The truth is that most clients who had a positive experience with their advisor are happy to write a review, particularly if the process doesn’t take too long and isn’t terribly difficult. It’s often seen as a way to express appreciation for the service they've received.