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Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

DECEMBER 27, 2022

John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management.

Mergers and Acquisitions (M&A) 130
Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130
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Resetting Work/Life Balance By Getting Paid For Expertise

CFO News Room

DECEMBER 20, 2022

Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33]. Michael: So, I guess I’m still wondering just how you’re creating these conversations and opportunities in practice. And then the folks who are nearing retirement, we can provide some education for them and one-on-one meetings.

Education 130
Education Planning Numbers Securities 130
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