The Durable 401(k) Advisor: The Durable 401(k) Advisor A Framework for Prospecting, Governance, and Long-Term Practice Stability

★★★★★ 4.3 63 reviews

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Management number 232017389 Release Date 2026/06/18 List Price $7.58 Model Number 232017389
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Activity is visible.Architecture endures.The retirement plan business rewards discipline--not noise.Prospecting, selling, and servicing are foundational. But mechanics alone do not produce durability. Fee compression is visible. Regulatory scrutiny is rising. Technology is accelerating. Structure becomes the advantage.In this second edition, Adam J. San Juan moves beyond tactics and into governance. Drawing on experience as both wholesaler and operating advisor, he presents a disciplined framework for building measurable growth, diagnosing structural weaknesses, sequencing authority, and servicing with documented cadence rather than reactive energy.This is not a script book.It is not a toolkit.It is a framework for advisors who intend to build practices that endure.Durability is not accidental.It is constructed. Read more

ISBN10 1971415103
ISBN13 978-1971415109
Language English
Publisher Argo Publishing
Dimensions 5.5 x 0.45 x 8.5 inches
Item Weight 11.2 ounces
Reading age 10 - 18 years
Print length 197 pages
Publication date April 15, 2026

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