How are you dealing with fee compression, industry consolidation, and the threats of cybersecurity?
Staying in business – not only surviving, but thriving – requires a sharp and constant focus not only on top line growth, but on the bottom line.
That’s why “The Bottom Line” is one of key focus areas for the 2020 NAPA 401(k) Summit, including workshops like the following.
“Top” Tips: Rising to the Top in the Race to the Bottom
Amidst continued pressures on fee and service, the most successful advisors have excelled at highlighting those essential, but sometimes intangible elements that help them stand out from the competition. Everyone loses in the “race to the bottom” – learn how to win by putting more value into your value proposition.
Profit “Able”: How to Work With Small Plans and Still Make a Profit
It’s one thing to focus your practice on the smaller end of the market – something else altogether to do so profitably. Gain key insights on building a viable service model that provides the fiduciary support small plans need alongside the bottom line you need to maintain. A follow-up to last year’s standing-room-only session on the opportunities in the small plan market.
Win When: Felix Exitus or Success-a-Rama (a.k.a. Measuring Success)
Measuring success is something with which our industry continues to struggle. In this session, we’ll focus on two distinctly different measures of success: client success and the advisor’s success. We’ll do so via three different 10 minute presentations followed by a question and answer session focusing on these two different measures of success.
“Stop” Gaps: Fending Off the Hackers
A recent FINRA report cautions that, “While many firms have made significant improvements in their cybersecurity programs, cybersecurity attacks continue to increase in both number and level of sophistication.” How can you protect your – and your plan sponsors’ – data – and how do your partners’ security protocols stack up against the hackers?
This is just a sampling of the kind of “must have” information you’ll get at this year’s “can’t miss” event – the nation’s retirement plan advisor conference – the NAPA 401(k) Summit.
Find out more – and register today at https://napasummit.org.
