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Director, Strategic Accounts and Channel Development July Business Services
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Internal Channel Sales Team Lead July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Nova 401(k) Associates
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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Regional Sales Director-Heartland July Business Services
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Pentegra
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Stones River Consulting
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Relationship Manager – Defined Contributions Daybright Financial
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Independent Retirement
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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Marketing Your Fiduciary ExcellenceBroadridge |
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Jan. 11, 2024 On-Demand Webinar |
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Rebecca Hourihan will describe the dominant factors faced by retirement plan advisors and their marketing of 401(k) plans. She will describe generational shifts among plan participants, the relevance of fiduciary excellence, and how clients will perceive and digest information in order to make a buy decision. She will also describe strategies for retaining 401(k) plan clients. Ken Parkinson, VP Retirement Plan Services at Hardy Reed, a CEFEX-certified Investment Advisor, will also describe strategies for retaining 401(k) plan clients. These 30 minutes will include a real time case study. Learning Objectives: By the end of the session, attendees will be able to…
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