What I liked
It was a mentoring experience. I was with the directors of the 401k plans in their offices running numbers, discussing ideas about clients, what type of 401k plans would be best for a certain business. I was driving out to meet clients with the directors shadowing them, also participated in having lunch with prospect clients. We talked a lot about stocks and how to diversify plans, worked with some wealth managers discussing structured notes to put as a package for 401k plans for specific clients. Awesome experience.
