Expect More Quiz

EXPECT MORE Quiz

I created the EXPECT MORE quiz so plan sponsors can evaluate how their advisor stacks up. Take the quiz and get a more detailed picture of the services an advisor can provide to a 403(b)/401(k) plan.

Take the Quiz!

Add up the points for each category to discover if your advisor is a:

✓ Rockstar (25+)

✓ Just par (9-24)

✓ Below the bar (< 8).

Ready to EXPECT MORE?

You and your employees should EXPECT Rockstar service from a specialist. If you are ready to EXPECT MORE... book a free plan review with me today.

Schedule a Fee Plan Analysis

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners, or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any state resident of any other state.