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
- Managing the relationship
- Communication strategies and materials
Watch this (recorded) educational webinar now.