what’s in a name Acting as a “bridge” to a better retirement, Pontera allows retirement savers to get help managing their 401(k) from their trusted advisor.
In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, and Nicole Zheng, CMO of Pontera discuss how their secure and seamless platform enables advisors to monitor and trade on 401(k), 403(b) and others held accounts to ensure they are meeting the needs of their customers.
Shannon and Nicole discuss:
- Why it’s important for clients to have the ability to have their 401(k) managed by a trusted advisor as part of their overall financial plan
- Which Populations Are Receptive to 401(k) Management?
- How advisors should approach the concept of holistic advice, especially around retirement
- Who will Pontera integrate and where will they expand in the future
Connect with Shannon Rosic:
Connect with Nicole Zheng:
About our guest:
Nicole Zheng has been a startup founder and marketing leader in smart home, health tech, unified communications, internet infrastructure and now fintech. She is passionate about cultivating inclusive corporate cultures, advancing women in technology and developing effective go-to-market strategies.