In a recent webinar, Pontera's Jake Walters is joined by ADVISOR X AND ADVISOR Y
to discuss how advisors can use mid-year reviews as an opportunity to restore client confidence in their retirement futures amidst market volatility and uncertainty like we've seen in the first half of 2025.
Here are the top 3 takeaways
- In general, the value of a financial advisor managing a client's 401(k) or other qualified account is 3-4% annually, net of fees. During times of extreme turbulence, your management could allow you to maintain a client's retirement foundation to continue building upon once the market rebounds.
- By discussing client retirement accounts at mid-year, you'll have plenty of time to deploy strategies that maximize earnings while minimizing tax liability by the time the next tax season rolls around.
- Advisors who lean on Pontera's Advisor Success team and the resources they provide are better equipped to talk to their clients about the value of professional 401(k) management, helping them to feel more confident and excited by the new service offering.
Click below to watch the full webinar:
