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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 so, it really expanded the types and numbers of firms that could potentially work. Michael: Interesting.

Education 130
Education Planning Numbers Securities 130
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