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Interview with Sam Mitchell: Health, Wealth and a Positive Impact
Manage episode 296408468 series 2946084
المحتوى المقدم من Ross Marino. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ross Marino أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode of OUTCOMES, Ross talks with Sam Mitchell, President and CEO of Sentinel Benefits and Financial Group. First, hear the inside scoop on what it’s like to be part of the Steering Committee building the 2021 agenda for Wealth@wor(k) 2021 in Nashville. Then hear Sam’s insights on his own practice and where the industry is headed.
What has Sam learned from helping individuals with their short- and long-term needs, including both health benefits and retirement and wealth planning? What is Sam’s prediction regarding the direction fees in 401(k) plans are going? What is his take on 401(k) specialist advisors who do not believe they need to widen their practices to offer more holistic financial planning? How does Sam think advisors can help plan sponsors understand the positive impact they can have if they help with their employee’s financial planning needs? A jam-packed episode of forward-looking discussion and insights!
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