Janet Lee: Self-Directed Brokerage Account Window Opportunities

Open Windows Investing by TPFG

In this episode, host Julie Mochan welcomes Janet Lee, AIF®, BFA, Senior Vice President of Sales at The Pacific Financial Group, Inc. Janet will give you everything you want to know about the self-directed brokerage account (SDBA) marketplace, and how to navigate it.🚢
We discuss the lack of customized advice for participants of employer group retirement plans, and how to solve for the problem. Learn from one of the best in the business about how utilizing self-directed brokerage account windows and professional management can help your clients and while expanding your advisory business.

🔦 📝 direction and instructions on how to make the opportunity of self-directed brokerage account (SDBA) management a part of their successful business plan

• 🎯 acquire and help clients that need investment advice at the participant level in their employer's group retirement plan.
• 🎁 get SDBA best practices in 401(k), 403(b), and 457 plans throughout the United States.
• 🎬Enjoy compelling interviews with experts, strategists, advisors, CEOs, etc..

Host, Julie Mochan takes listeners through interviews with a "no nonsense |no need to rollover" approach to the many questions and possibilities of efficient frontiers....and beyond! 🚀
At TPFG, our success depends upon your advisory business flourishing 🌳, by doing what is in the best interest of every customer. Sharing In-Plan advice to those who need it most, no matter your zip code, status, or hairstyle.✨
Since 1984, The Pacific Financial Group, Inc. (TPFG) has built a rich tradition of serving financial advisors and investors with best-in-class investment solutions and unrivalled customer service. The firm was founded on the single premise that everyone, regardless of their account size, should have access to high quality investment opportunities and independent expert advice.
Today, we are a dynamic Wealth-Tech firm that blends over three decades of traditional asset management experience with leading-edge financial technology know-how, to provide products and services that empower financial freedom for advisors and their clients.
Want to hear something on the podcast? Make it Happen - Contact Julie Mochan today.
Original🎵 by Ma’aM

Important Disclosure: This podcast recording has been prepared and made available by The Pacific Financial Group, Inc., also known as TPFG, a Registered Investment Adviser (RIA) offering advisory services. Information in this podcast is to be used for informational purposes only. The information contained herein, including any expressions of opinion has been obtained from, or is based on sources believed to be reliable, but its accuracy or completeness is not guaranteed and is subject to change without notice. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service. Any expressions or opinions reflect the views of the speakers and are not necessarily those of TPFG or its affiliates. TPFG does not provide tax or legal advice. Investors should consult their financial, tax or legal professionals before investing. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.