Matt Monroe | LPL Financial

From Grow Retire Ready Clients by RetireReady Solutions

June 25, 2024 · 25 min

About this episode

Matthew Monroe discusses managing 401(k) plans and the importance of participant education for business growth.

Matthew Monroe, an LPL Advisor from Syracuse, NY discusses the joys of managing 401(k) plans and working with participants. He shares his passion and keys to the growth of his business through participant education, stating "small streams make a big river."

People in this episode

Guest: Matthew Monroe

Topics covered

401(k) management
participant education
business growth
financial advising
investment strategies

Keywords

401(k)
financial advisor
participant education
business growth
investment

Mentioned in this episode

Organizations: LPL Financial

Places: Syracuse, NY