#AdvisorTalk: Upcoming Topics
Join us LIVE for #AdvisorTalk at 3 — 4 p.m. CT
March 19, 2014: A Professional Approach to Earning Referrals
This discussion will cover the typical roadblocks and concerns that advisors encounter when trying to obtain referrals from existing clients. We'll discuss ways to mitigate these obstacles and discover a professional approach to earning referrals, without feeling like a salesperson.
April 2, 2014: PlanWorks/Retirement Ready Research
How do you change the plan design conversion to focus on outcomes and drive retirement readiness? Learn from the latest research on what plan sponsors expect.
April 16, 2014: Best Practices for Helping Your Client have an Income in Retirement
The moment of retirement is a big deal that Americans need to plan for. We'll discuss ways to help make this a planning event for clients and prepare for the retirement income conversation.
May 7, 2014: Best Practices for Leveraging ESOP-401(k) Combinations
Creating a dialogue with a business owner can be difficult. After all, they are busy and have no shortage of advisors calling on them to discuss retirement plans fees and funds. Leading with an ESOP can change the conversation and open the door to significant opportunities.
May 21, 2014: Best Practices/Success Stories for Prospecting with Social Media
More and more advisors are leveraging social media for prospecting purposes. We'll discuss best practices, trends and challenges associated with social media prospecting.
June 4, 2014: Increasing the Use of Automatic Provisions within Plans & Overcoming Plan Sponsor Objections
While automatic enrollment is not a new concept there are new ways of approaching automatic enrollment. Recent studies have shown that employees are appreciative when their employers implement automatic provisions within the qualified plan. The reality is that participants are not saving enough and need help to achieve their retirement goals.
June 18, 2014: Social Security and Medicare, Which May be More Broadly Accepted Across the Complex?
Advisors should discuss Medicare as part of retirement planning, but it's an individual decision and contains lots of details, such as: 1) When and how to enroll?; 2) Is the individual or spouse still working?; 3) Understanding the basic differences; and 4) Why an individual would consider Medigap? Join this discussion to talk best practices, challenges and more.
July 2, 2014: How TPAs Can Help You Boost Your Close Ratio & Retention Rates
Third Party Administrators (TPAs) have skills in advanced plan design and unbiased opinions toward retirement products and services. Join us to discuss how utilizing a TPA's strengths can boost your close ratio and your retention rates.
July 16, 2014: More Than a Return: Addressing Risks in Target Date Series
Returns are important, but choosing an investment option for a retirement plan lineup based only on a 3-, 5-, or even 10-year returns isn't looking at the entire picture. The goal isn't a specific return, but rather having retirement-ready participants. Join the discussion to learn and share what else should get factored in.
August 6, 2014: Partnering Program
Specialist Advisors are looking to build stronger relationships with advisors that are not focused on retirement plan sales and service. The non-specialized advisors they are calling on have existing relationships with decision makers and are looking for ways to add value to those relationships as well as make them sticker. What does it look like when these worlds collide? You just might have an effective partnership developing.
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?