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Podcast: Registered Investment Advisor Podcast
Episode: Plan Confidence
Description: Kevin Clark The Insurance Marketing Organization Podcast with Seth Greene Episode 030: Plan ConfidenceKevin T Clark is a Dalbar certified Registered Fiduciary who has been in the financial industry since 1997. In 2016, he co-founded Plan Confidence Corporation to allow the 100 million Americans with money in their employer’s retirement plan the abilty to receive advice from an adviser of their choosing. He is an ERISA nerd living in Sarasota FL. When he is not revolutionizing the ERISA advice space, he enjoys boating and reading on a sandy beach. Liste...