Featured Jobs
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Daybright Financial
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EPIC RPS
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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Independent Retirement
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Director of Regulatory Operations and Compliance PCS Retirement
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Regional Sales Director-Mid Atlantic July Business Services
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Nova 401(k) Associates
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Director, Strategic Accounts and Channel Development July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Regional Sales Director-Heartland July Business Services
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Daybright Financial
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Stones River Consulting
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Independent Retirement
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Spectrum Pension Consultants (part of Daybright Financial)
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
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View More Broadridge Webinars, Podcasts and Conferences
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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