Jonathon Schultheiss | Gate City Advisors

Grow Retire Ready Clients

Grow Retire Ready Clients
Jonathon Schultheiss | Gate City Advisors
Oct 22, 2019 Episode 2
Jonathan Schultheiss

As head of corporate retirement plans, Jonathon Schultheiss shares how their 401(k) management feeds into their wealth management services. He highlights the success they have had with participants and plan sponsors, particularly through the use of TRAK's one page Gap Analysis Report.