Fred Barstein, contributing editor for WealthManagement.com's Channel RPA and CEO at TRAU, TPSU and 401kTV, speaks with Jania Stout, newly minted president of Prime Capital Retirement & Wellness, asking:
- What are the 3 biggest issues/challenges that RPAs face when selling to an aggregator?
- What are the top 3 reasons for an RPA to join an annuity principal?
- What do you see as the biggest challenges for you as you transition from being an individual producer to managing RPAs?