Andrew Tirney

Andrew Tirney

Andrew Tirney

Andrew Tirney

Pro Writer

Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Saved a new client $70,000 in taxes yesterday

Newest cash balance client is a Fractional CFO.Estimated tax savings of $70,000 for 2024!Remember yo

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

A theory on the growth of cash balance plan since COVID

A theory on the growth of cash balance plan since COVID.The product is exploding due to the rise of

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Saw an employee generate $60,000 of commissions on their account

I've been in the retirement plan industry for 20 years.Saw an employee generate $60,000 of commissio

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

15 Years of Small Things, Large Things

In 2010, my first son was born, I finished my MBA, and joined the retirement plan sales desk at Merr

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Where I started; where I am

In May of 1997 I graduated high school and said to myself I want to be a retirement plan wholesaler.

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Be where your feet are

Be where your feet are.

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Ignoring the Solopreneur

The largest financial advisors miss this opportunity time and again.After 15 years of wholesaling, I

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Hi DINK, Meet HENRY

You've met the DINKs (Dual Income No Kids).Now meet the HENRYs.High Earners Not Rich Yet.HENRY's ear

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Want to stand out as a Financial Advisor?

Want to stand out as a Financial Advisor?Write a retirement plan with a client.The national average

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Senior advisor partner with 10+ years experience didn't know this

Yesterday, I taught a Financial Advisor how to differentiate himself from the pack.His senior adviso

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Learn then Liberate

Learn then liberate.Crush your goals at a larger firm, then take your talents to a small one.I worke

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Relationships follow you

In 2022, I left Merrill Lynch to join a 10 person Third Party Administrator (TPA).Takeaway: Relation

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Here is one thing every advisor can do to find a plan; but surprisingly, no one does

I've been in the retirement plan industry since 2004.Here is one thing every advisor can do to find

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

The Allen Iverson Crossover and Comedy Award

I love finding the good in youth sports.Coaching a soccer team of 12 and 13 year old boys helps me f

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

There is no such thing as a 401(k) emergency

There is no such thing as a 401(k) emergency.You gotta have patience in this industry.If there is an

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Blog Post

Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Do you know in $ how much 30 minutes of a financial advisor's time is worth?

Do you know in $ how much 30 minutes of a financial advisor's time is worth?Do yourself a favor and

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

In 2018 I ran a $400MM business and have one secret to share

In 2018 I ran a $400MM business inside of a Fortune 100 company.Want to know the secret to my succes

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Financial Advisors Don't Want to Run Your 401(k)

Financial Advisors do not want to run your 401(k).Most see it as one of the least desirable accounts

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Financial Advisors don't want to talk to you

Financial Advisors don't want to talk to you.Give them an actionable item they can execute on immedi

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Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.

Corner office Financial Advisors don't bother with retirement plans

Corner office Financial Advisors don't bother with retirement plans.They consistently miss opportuni

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