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Looking for ways to build up your wealth management practice? Insights on M&A? Insights on how participants are interacting with TDFs? How about a little collective wisdom? Want to read plan sponsors’ minds? We’ve got you covered.
The second half of the NAPA 401(k) Summit is just as powerful and practical as the first. The second half of our second-day agenda at the NAPA 401(k) Summit has sessions on:
Ready “Set”: Ready, Fire, Aim: Updated findings a Decade of Real-World Participant Saving and Withdrawal Patterns
The Ready! Fire! Aim? research series is an ongoing study that analyzes how participants are engaging with defined contribution plans and how these saving and withdrawal behaviors can interact with target date fund design.
With insights from Anne Lester, Global Head of Retirement Solutions, J.P. Morgan Asset Management Solutions.
Wealth Wise: Building (Up) Your Wealth Management Practice
A key component to a diversified revenue stream is leveraging plan participants to create long-term wealth relationships. Explore participant engagement methodologies that provide services participants need and are profitable to your practice, and learn to leverage your expertise with your 401(k) clients to build and retain a valuable book of wealth management clientele.
Perspectives of Bryan Hodgens, Senior Vice President at LPL Financial; Jim O’Shaughnessy, Sheridan Road Financial; Andy Bush, Horizon Financial Group; and Tina Wilson, Senior Vice President Head of Investment Solutions Innovation at MassMutual.
Thinking “Gaps”: What if you could read minds? Could you win more prospects and forge more lasting client relationships?
Come hear unfiltered, candid feedback from real live plan sponsors and survey compilers who will tell you “What Plan Sponsors Really Think.” Panelists will share survey results and real examples of what they like/don’t like when it comes to their interactions with, and expectations for retirement plan consultants. You will leave with superhero mind-reading capabilities to take to your next finalist presentation and client interaction.
So says none other than Jamie Worrell, Founder, Strategic Retirement Partners; along with Alyssa H. Fontaine, EVP & General Counsel at Tompkins Financial; Rich Anderson, Chief Financial Officer at Starkweather & Shipley Insurance Brokerage, Inc.; and Kristin McCrea, Treasurer, City of Lamar.
Collective “Wisdom”: CITs – Myth vs. Reality
Collective Investment Trusts (CITs) are the fastest growing investment vehicle within defined contribution retirement plans, yet many advisors remain reluctant to consider them. Don’t be left behind. Join us to learn how CIT challenges of yesteryear are no more and are your opportunity to bring added value to your clients and prospects.
Insights from Jessica Sclafani, Director and Defined Contribution Strategist at Investment Solutions Group, MFS; Rob Barnett, Administrative VP at Wilmington Trust; and Don Reiman, President/Founder of Echelon Group.
Margin “Calls”? Working ON Your Business – A Self-Fulfilling Profit-See
Many advisory firms struggle with the business part of the business. How do you measure success? Are you really a profitable enterprise? Do you know what is it worth? Have you determined the practice focus – growth versus maximizing profits? Do you know the cost of delivering services? Have you established a target for margins? Identified unprofitable clients?
With insights from Ashley Barb, Vice President of Client Experience at Resources Investment Advisors, LLC; Rick Shoff, Managing Director at CAPTRUST; Adam Sokolic, COO of Retirement Services at HUB International; and Steve Dimitriou, Managing Director of Mayflower Advisors, LLC.
Merging Markets: Effective Advisor M&A - (Part 1)
Thinking about merging your practice – or acquiring another – or should you stay put? This panel of experts will cover the variety of options seen today, the things that you need to address on the front end of any exploration or negotiations.
Insights from Chad J. Larsen, CEO at MRP; Dick Darian, CEO, Wise Rhino Group; and David K. Stofer, Director of Retirement Plan Solutions at Mariner Wealth Advisors.
It all takes place on Monday, April 8, at 2:00 p.m. Check the Conference App for locations!
Haven’t registered yet? There’s still time (but not much). http://napasummit.org
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