“Financial Wellness” is the phrase currently permeating the 401(k) industry. What it boils down to for Daniel Bryant, President of National Sales, Retirement and Private Wealth at Sheridan Road Financial is, “How do we help participants help themselves?” Daniel has worked with some of the most prestigious behavioral finance minds in the finance world. What is the single issue that is preventing employees from saving more in their 401(k)? (8:11) Is technology the answer? Which technologies have been thrust to the forefront because of the current pandemic? (15:05) What is the one potential challenge to mass adoption of technology? And how does an advisor with a small practice prepare the digital-based industry coming five years from now? (28:16)
