Featured Webinars

UPCOMING WEBINAR: Just OK is Not OK: Differentiating Your Retirement Plan Offering in Today’s Competitive Landscape
Monday, June 3, 4-5pm ET

Even the most successful retirement plan advisor is constantly vying for business, be it new or retained. So how do you modernize your practice in a way that truly sets you apart from your peers? Today’s session will leapfrog offerings that have become more mainstream and instead focus on true differentiators that help advisors more effectively market to, attract, and support clients. This includes:

  • Identifying the right tools & partnerships
  • Engaging smartly with participants
  • Educating sponsors on your role and fees
  • Marketing your most effective assets

Panelists:

  • Aaron Schumm, Founder & CEO @ Vestwell
  • Fred Barstein, Editor in Chief & Founder @ 401k TV
  • Jania Stout, Managing Director & Co-Founder @ HighTower Advisors


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