Featured Jobs
|
Defined Benefit Plan Administrator
Pension Investors Corp of Orlando Inc
|
|
Ubiquity Retirement + Savings
|
|
401(k) Retirement Plan Administrator
BDS Consulting Group
|
|
Pinnacle, An NPPG Company
|
|
Principal Legal Content Specialist - Benefits
Bloomberg Industry Group
|
|
401(k) Retirement Plan Administrator
Heritage Pension Advisors, Inc.
|
|
My Benefits, LLC
|
|
Littler Mendelson, P.C.
|
|
Pension Investors Corp
|
Free Daily News and Jobs
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
| Webcasts > | Upcoming, by Date | Recorded |
| Conferences > | Upcoming, by Date | Upcoming, by State |
| Combined > | Upcoming, by Date | Recorded or Upcoming, by Sponsor |
View More National Tax-Deferred Savings Association [NTSA] Webcasts and Conferences
Tech-Driven Approach to AdviceNational Tax-Deferred Savings Association [NTSA] |
|
June 10, 2020 Recorded Online Webcast |
|
The pandemic has forced many advisors to implement technology quickly into their practice, whether they were ready or not. In addition, it has also validated that technology is a viable method to deliver financial advice and drive and maintain quality relationships. Join Tom Lakatos, VP - Branch Development as he discusses how to integrate technology in a way that doesn’t sacrifice effectiveness for efficiency. Tom has built a team of NextGen advisors focused on developing an advisory relationship via virtual engagement. Tom has 11 advisors at Lincoln Investment working with over 24,000 clients and 700m+ in AUM. The model is entirely virtual and built around financial planning and Tom will walk you through the way his team operates and share ideas and best practices as you consider your approach. Learning Objectives:
Speaker: Tom Lakatos, VP, Branch Development, Lincoln Financial |
