Derek Schwartz - Profile and Journalist Details
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Derek Schwartz
Verified
Host, The Advisor Lab
Philadelphia
Beats
self-helpbusiness personal growth & development
Company Info
The Advisor Lab
The Advisor Lab, LLC is an independent technology and marketing firm offering solutions for financial professionals to operate more efficiently and effectively. The Lab's end-to-end suite of tools, training and support helps independent advisors quickly identify prospective plans, generate easily-understood reports and prepare powerful sales presentations. The primary tools are PlanFinder®, the Retirement Plan Diagnostic® and the Retirement Plan Efficiency Analysis®. Subscribers also take advantage of practice building and marketing support materials to help grow their 401(k) advisory practice.
Philadelphia, , United States
+1 877-272-4015
Founded: 2009