May 14, 2018
Summary:
In this podcast episode of Confident Advisor Practice by Bill Bush and Pete Bush of the Horizon Advisor Network, they welcome their guest Melissa Terito, a partner and CPA at the accounting and business advisement firm Faulk & Winkler. Melissa handles their third party administrative practice (TPA) – branded as Sentinel Pension & Payroll. They have an enlightening discussion about the benefits of financial advisors and TPAs working together on behalf of their clients to add piece-of-mind and value to retirement plans.
Time Stamped Show Notes:
3 Key Points:
Tweetable Quotes:
- “When you think about what constitutes a retirement plan, there is the legal document, there’s accounting and administration, then there is the investment side of it., to invest the dollars that go into it.” – Pete Bush.
- “I’ve never gone to a meeting with an advisor and a current client, a potential client and not had something to bring to the table.” – Melissa Terito.
- “I think facetime with the client is important.” – Melissa Terito.
Resources Mentioned: