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.
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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