Ep #34: Finding Missing Participants and Streamlining Notifications with Michael Kirschman

Michael Kirschman is the Co-Founder of Plan Notice, a new service that helps companies track and manage communications with its retirement plan participants. Today Michael joins the show to discuss the interesting path that he followed to becoming a financial advisor, how he came up with the idea for Plan Notice, and his unique approach to pricing for his service.

Listen in as he shares a bit about his background running his family’s furniture business and how this led to an opportunity for him to become an advisor with the wealth management firm that had previously served his family. You will learn the importance of documenting your process, the value of setting expectations from the beginning, and how to have more conversations and get more people in the door.