Chad Azara, AIF, MBA
7 SlideShares 22 Followers 15 Followings
Personal Information
Organization / Workplace
Charlotte, North Carolina Area United States
Occupation
National Sales Director at PCS, LLC
Industry
Finance / Banking / Insurance
Website
www.pcs401k.com
About
Entering the financial services and corporate retirement services industry in 1997 I gained a well rounded background in almost every aspect of the retirement plan services space. I am a competitive and results driven professional with a successful background in relationship, social and consultative sales. I consult and partner with executive management teams of Banks, Registered Investment Advisory firms, and Third Party Administrators to provide a comprehensive and well designed qualified retirement plan for business owners and their employees. Financial service professionals count on me to provide sales insights in the 401(k) space and also the technical insight that clients/prospect...
Contact Details
Tags
#retirement #401k #advisortools # plansponsor #fiduciary #advisor #401k #plansponsor #education #participant #advisortools #401k #retirement #retirement #401k #advisortools
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Presentations

(1)

Plan Sponsors Fiduciary Relief Chart

6 years ago • 112 Views

Documents

(6)
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Retirement Plan Diagnostic SM

8 years ago • 278 Views

The Retirement Plan Efficiency Analysis SM

8 years ago • 303 Views

DO HOUSEHOLDS HAVE A GOOD SENSE OF THEIR RETIREMENT PREPAREDNESS?

7 years ago • 176 Views

Broadridge transforming-the-participant-experience-2017

6 years ago • 212 Views

2018 Defined Contribution Calendar

6 years ago • 138 Views

American Views on Defined Contribution Plan Saving

6 years ago • 123 Views

Likes

(5)
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5 Storytelling Lessons From Superhero Stories

HighSpark | Visual Storytelling Agency • 7 years ago

The Hierarchy of Engagement

Greylock Partners • 8 years ago

Making the 401(k) Business Scalable & Profitable

The 401k Study Group ® • 10 years ago

What Would Steve Do? 10 Lessons from the World's Most Captivating Presenters

HubSpot • 11 years ago

Burn Your Business Plan

Alexander Osterwalder • 12 years ago
Personal Information
Organization / Workplace
Charlotte, North Carolina Area United States
Occupation
National Sales Director at PCS, LLC
Industry
Finance / Banking / Insurance
Website
www.pcs401k.com
About
Entering the financial services and corporate retirement services industry in 1997 I gained a well rounded background in almost every aspect of the retirement plan services space. I am a competitive and results driven professional with a successful background in relationship, social and consultative sales. I consult and partner with executive management teams of Banks, Registered Investment Advisory firms, and Third Party Administrators to provide a comprehensive and well designed qualified retirement plan for business owners and their employees. Financial service professionals count on me to provide sales insights in the 401(k) space and also the technical insight that clients/prospect...
Tags
#retirement #401k #advisortools # plansponsor #fiduciary #advisor #401k #plansponsor #education #participant #advisortools #401k #retirement #retirement #401k #advisortools
See more