Many financial advisors are
focused on developing a retirement planning business, but are not sure where to
start. Loring Ward offered a webinar on February 27, 2013 to provide the process and tools advisors can use to help
attract, manage and retain retirement plan business.
In The
Lifecycle of a Plan: From closing the business through maintaining the
plan, Loring Ward’s Heather Hooper,
VP, Retirement Strategies and Tim Wochok, CFP®, Regional Director at Loring
Ward Total Retirement, provided insight
into the following key areas of building and sustaining a strong presence in
the retirement plan arena:
- Prospecting and discovery
- Why employers decide to change providers
- Implementation
- Managing the relationship
- Communication strategies and materials
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