Financial Advisors are typically referred to as the quarterback of the relationship between a brokerage firm and an employer sponsoring a qualified plan.

The financial advisor is relied upon to ascertain and recommend the most appropriate resource when addressing a single issue.  The most effective financial advisors are never experts; they merely have the experts on speed dial.

Ed Angello, ERPA, CPC  has been providing plan designs, compliance consulting, and sales support to financial advisors for the past 12 years.