intellicent’s Grant Arends Adds Another ‘F-Word’ to Fees, Funds, and Fiduciary
401(k) Specialist Podcast
English - July 20, 2022 18:00 - 11 minutes - 7.68 MBInvesting Business 401k retirement planning retirement advising wealth advising 401kspecalist podcast john sullivan brian anderson ria Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
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It’s always fun speaking with the Arends brothers about their very successful financial firm intellicents. Grant Arends, the company’s Co-Founder and President of Retirement Services, also happens to be our Top Advisor by Participant Outcomes (TAPO) for the month of July, an honor long overdue.
He joins us to discuss his laser-like focus on worksite financial planning, how the firm defines retirement plan success and, of course, a particular client case of which he’s most proud.