FiduciaryFirst's Don M. Faller, CFP, C(k)P Attends Elite Advisor Meeting
Don M. Faller, retirement plan consultant and managing partner of FiduciaryFirst in Orlando, will attend the Elite Advisor Summit in San Diego, California.
- Orlando, FL (1888PressRelease) June 06, 2014 - FiduciaryFirst, a retirement plan advisor and fiduciary risk management partner, has announced that Don M. Faller, Managing Partner at FiduciaryFirst, has attended an Elite Advisor Summit in San Diego, California .
Although hundreds of elite advisors were invited, Mr. Faller was one of ten professionals recognized to represent the industry on the Elite Advisory Board. Faller and his partner Jamie Hayes, QPFC,C(k)P, AIF are outspoken national protagonists for the Behavioral Finance movement.
"We are focused on the success of our employer-clients, it's that simple", said Faller. "Our clients know that vanilla education efforts don't work and won't drive the long term success of their employees. FiduciaryFirst ties the psychological behaviors of employees to the goals of the employer in order to recommend the desired plan design and hit home with dynamic results."
Faller continued," It's amazing, over 80% of our clients have implemented The Participant Effect (our behavioral finance technology) and the before-and-after results are stunning."
Mr. Faller used his time on the floor of the Advisory Board to acknowledge the good work of the industry in delivering core education to employees but he emphasized that education has serious limits. "The results of group and one-on-one meetings are questionable", said Faller. "The Participant Effect delivers measurable and sustainable results that do not exist elsewhere. We are very excited to see results that go beyond retirement plan success. Some companies are reporting reductions in health care costs as a result of the Financial Wellness approach of FiduciaryFirst".
"Retirement readiness is a primary focus at FiduciaryFirst, and a critical component of our clients' success," says Faller. "I am excited to have the opportunity to share some of our own innovations in retirement plan strategies, as well as learn and collaborate with such an esteemed group of industry leaders to continue to deliver best-practice-based methods to our own clients."
A graduate of the University of Florida, Mr. Faller is a CERTIFIED FINANCIAL PLANNER (CFP®) and a Certified 401(k) Professional (C(k)P). Named one of the Top 300 Most Influential Plan Advisors in America, Mr. Faller is widely regarded as an expert in a wide range of ERISA related matters and at finding and managing hidden plan fees and costs, as well as pioneering, designing and implementing proactive investment fiduciary management strategies.
To learn more about FiduciaryFirst, visit www.fiduciaryfirst.com or call us at 1-866-625-4611
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