Advisor voice: 401(k) management with Pontera
Learn how advisors at Drucker Wealth Management use Pontera to help clients retire better.
"Pontera is one of those technologies that has been a lights out gamechanger."
Lance Drucker, Chairman of Drucker Wealth Management, emphasizes the need for financial advisors to focus on managing client retirement plan accounts—one of the largest assets for Americans. By leveraging Pontera, Drucker Wealth Management is able to effectively manage these funds and boosting their bottom line.