Ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.
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.
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: