Ep. 9 Pooled Employer Plans
April 28, 2021

Retirement Advisor, a Podcast from American Trust

Welcome to The Retirement Advisor Podcast series, where we take a look at what’s driving the advisor financial world. In today’s episode, our host Micah DiSalvo focuses on ways retirement advisors can grow and scale their business.

Podcast Guests:
Jason C. Roberts
Chief Executive Officer
Pension Resource Institute, LLC (PRI)

Troy Tisue
President
TAG Resources, LLC

Shawn West, AIF®, CPFA® Founder
ERISA Direct/CuraFin Advisors