Smart retirement education for your clients.
Retirement assets are the name of the game in today’s investment management world. However, registered investment advisor (RIA) firms are now competing with Robo-Advisors and other electronic forms of asset management platforms. A high-touch approach such as expanding your services to include retirement planning and client education can provide needed advisor alpha and solidify your client relationships.
We will help you design a monthly webinar series from our library of on-demand courses from over 40 leading retirement experts to make it easy for you to cost-effectively reach clients in different locations, time-zones, and levels of knowledge.
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