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#AdvisorTalk

#AdvisorTalk: Upcoming Topics

Join us LIVE for #AdvisorTalk at 3 — 4 p.m. CT

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.

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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.

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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".

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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.

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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?

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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?

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