Marketing Your Fiduciary Excellence

Broadridge

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…

1. Articulate the generational shifts in the market.
2. Describe the relevance of fiduciary excellence to plans.
3. Observe how fiduciary marketing, using CEFEX certification, can gain clients.

More Information, How to Register