September 2026-Members share processes for success
This session of Generation (k)ultivate features four members of the cohort sharing strategies for success in the 401(k) space. Anna Anderson discusses the benefits of charging a flat dollar fee for startup plans, emphasizing the importance of proper compensation for the work involved. Matt Maryott introduces building business through associations, while Faith Arter explains the concept of centers of influence and their significance. Finally, Thomas Spray-Fry highlights the role of participant education in creating wealth management clients.