Zack Hubbard is the Director of Monetary Planning and Participant Engagement of Greenspring Advisors, an RIA primarily based out of Maryland that manages $2 billion of personal wealth belongings beneath administration for 1,300 consumer households and advises on a further $5 billion in retirement plan belongings. Zack and his agency have developed a monetary wellness providing that profitably delivers each self-serve expertise and direct one-on-one monetary recommendation to staff of companies utilizing their fiduciary 401(okay) companies. This strategy not solely helps plan contributors, but additionally generates a gentle stream of referrals for his agency’s non-public wealth companies.
Hear in as Zack shares how his agency makes use of a three-tiered strategy to fiduciary monetary wellness for 401(okay) plan contributors, comprising of schooling, one-on-one recommendation, and implementation assist, how his agency develops new advisors by permitting them to have many ‘at bats’ with retirement plan contributors, and the way he made the choice to shift from client-facing roles to his present place as a supervisor.Â
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