Anyone ever used the Warton Group? Their marketing emails say they have preset appointments with 401k plan sponsors that are shopping their plan. The advisor is charged for the contacts. 1/2

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I received that email from them yesterday. I assume everyone with Jones did, I was wondering the same thing.

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Don’t do it. Gone on a few meetings, the plan sponsor had no idea why we were there. Wharton sold them the meeting under false pretenses/pressured them into it.

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I hate scammers. Thanks for the insight.

Curious if anyone has had any success with them. 2/2.

Just do their job. Find the plan sponsors and close the deal.

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