Ep79: Trends in the Retirement Plan Marketplace

Michael Francis is a founder and the managing member of Francis Investment Counsel LLC. He has been advising qualified retirement plan clients since 1988. He holds a B.A. degree in economics from Carleton College and a Juris Doctorate degree from Marquette University Law School. Mike has been a featured columnist for the Milwaukee Journal Sentinel as the “401(k) Advisor” since 1995 and is a frequent public speaker on retirement plan governance and investment issues. In 2006, PLANSPONSOR Magazine named Mike one of the “Top 25 Retirement Plan Advisors” in the country. In 2018, PLANSPONSOR Magazine named Francis Investment Counsel “Retirement Plan Adviser of the Year” in the Large Team category. Mike is a member of the American Bar Association (ABA). Listen to this insightful RIA episode with Michael Francis about trends in the Retirement Plan Marketplace. Here is what to expect on this week’s show: - How the bulk of any firm’s success is predicated on the quality of its people. - Why the retirement planning industry must change. - Why the retirement plan advising industry is fraught with conflicting interests. - How conflicting advice can cost people a lot of money in unnecessary costs. - How people should be having conversations about their 401ks now. Connect with Michael: Links Mentioned: francisinvco.com Guest Contact Info: Twitter https://twitter.com/francisinv?lang=en Facebook facebook.com/FranchiseInvestmentCounsel LinkedIn linkedin.com/company/francis-investment-counsel