Here at RPG Consultants we know that many advisors are intimidated by the red tape that is perceived to surround Retirement Plans. In order to demystify the process and illustrate how easy it is for Advisors to capture Plan assets, RPG and Larkspur Data are pleased to offer a how-to webinar for advisors detailing each step of the process from prospecting, to marketing, to ultimately building your retirement plan book of business.
The online event took place on May 11th at 4:30 pm EST.
This webinar provides you a clear roadmap on how to win business and grow your practice. Topics include:
- Find out why now is the best time in history to be selling retirement Plans
- Learn how to identify and engage prospects
- Get the knowledge you need to close deals
- Discover the revenue that Plans can provide directly and indirectly
- Know what obligations advisors have to Plans
- Learn how to work with Plan Consultants to win business
This webinar also gives you an overview of many Plan aspects that you should be aware of, such as Plan Consulting, Plan Administration and Recordkeeping, Actuarial requirements, Plan setup and Plan conversions.
This presentation offers an opportunity for you to learn how to approach an underserved market. It is also a means for you, as an advisor, to add value to your services.
You may download a copy of the presentation here.
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