Finding Rollover Opportunities In Transitions After Layoffs
CFO News Room
DECEMBER 27, 2022
We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? 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. Let’s get that rollover done.” ” That happened.
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