Jania Stout, newly minted president of Prime Capital Retirement & Wellness, answers three probing questions on critical issues, providing an open, honest and candid dialogue.
Fred Barstein | Dec 10, 2024
Fred Barstein, contributing editor for WealthManagement.com’s RPA channel 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 they sell to an aggregator?
- What are the 3 main reasons for an RPA to join Prime Capital Financial Retirement?
- What do you see as the biggest challenges for you as you transition from being an individual producer to managing RPAs?