#AdvisorTalk: Upcoming Topics
Join us LIVE for #AdvisorTalk at 3 — 4 p.m. CT
August 6, 2014: Small Plan Market Efficiencies
The small retirement plan market is not only large; it can also be lucrative - as long as you manage your client block efficiently. Join the discussion to learn how five best practices can help you maximize profitability, increase client satisfaction and dedicate more time to prospecting and cross-selling.
August 20, 2014: Are Your Clients Ready to Retire?
Many clients are not prepared to transition from a steady paycheck to a "mycheck" in retirement. Join this discussion on how to assist your clients in creating a personalized income plan!
September 3, 2014: Leveraging Plan Design to Increase Retirement Readiness Without Creating Additional Cost to Plan Sponsors
Implementing plan design is one of the most important things a plan sponsor can do to help employees prepare for retirement. Learn best practices to developing a strategy and adjusting the plan design to promote retirement readiness.
September 17, 2014: Living Benefits Through Life Insurance
Survivor or "death" benefits are obvious benefits of life insurance, but today, more employers and business owners are touting the "living" benefits of life insurance, such as protection for terminal or critical illness and a source of cash accumulation, when you need it.
October 1, 2014: Lots of Paths & Lots of Ending Points - Aspects of Glidepath in Target Date Series
Glidepaths are like snowflakes. No two are alike - but neither are a retirement plans. Learn more about the issues a glidepath attempts to address so you can offer better options to your clients.
October 15, 2014: Tax Planning Strategies
Helping clients with a tax planning strategy is as important as year-end approaches. Learn some best practices that span retirement planning, estate planning and even business owner exit planning.
November 5, 2014: Our industry Needs New Terminology - Why Working With a TPA is Far from Unbundled
Third Party Administrators (TPAs) bring a lot to the table, but working with them is often referred to as the "unbundled" model. Join a discussion on how working with a TPA is far from "unbundled".
November 19, 2014: Asset Consolidation
Approximately $735 billion in assets being is managed by secondary financial professionals, but investors seem more willing to consolidate these assets, according to research. How do you capture your share of this market? What are some best practices you should be using? Join this conversation to hear from thought leaders and peers.
December 3, 2014: Dealing with Pitfalls in the Sales Process
Sometimes the sales process goes smoothly. And sometimes it's filled with one unexpected challenge after another — from prospecting dead-ends to client objections to competition. When up against these challenges, how do you keep a sale on track?
December 17, 2014: Business Owners Have Wants, But Does That Align With Their "Real" Needs?
Join us as we discuss client wants versus business gaps. As an advisor, how do you address a customer's "real needs"? Replacing their income, estate planning, business continuation?