Wednesday, February 20, 2013

Developing a Retirement Planning Business

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

Watch this (recorded) educational webinar now.

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