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If your company has a retirement plan, then this podcast is for you.

Latest Episodes

Introduction to Advisor Managed Accounts

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with Patrick Arey about Advisor Managed Accounts.Participants:Colin Clark, Senior Vice P...

/ 10:36/E42

Implementing FinPath

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with Matt Escalante about FinPath.Participants:Colin Clark, Senior Vice President, HUB R...

/ 17:34/E41

FinPath User Experience

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with Matt Escalante about FinPath.Participants:Colin Clark, Senior Vice President, HUB R...

/ 13:59/E40

The Need for FinPath

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with Matt Escalante about FinPath.Participants:Colin Clark, Senior Vice President, HUB R...

/ 14:10/E39

Intro to FinPath

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with Matt Escalante about FinPath.Participants:Colin Clark, Senior Vice President, HUB R...

/ 12:52/E38
More Episodes »

The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. Insurance services offered through HUB International. GRP, Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial.

©2023 HUB Retirement and Wealth Management

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