Description

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.

Our series of on-demand courses by eight leading retirement experts will make it easy for you to cost-effectively reach clients in different locations, time-zones, and levels of knowledge.  An educated client is your best customer.

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