Last week we asked you to weigh in on which of a series of two workshop tracks (nine workshops) you were most excited about (and/or most likely to attend). This week—the next set—and there are a lot of “close” calls.
We’ve already heard from a number of you that the pick between one session and another is going to be …tough. That said, and as we begin making room assignments, we’d like your input.
Tough choices again—and the close votes support that!
Monday, April 3 – 1:25 pm – 2:15 pm
30% - The Big(ger) Opportunities in the Small(er) Market: What Providers Wish Advisors Knew. The passage of the SECURE 2.0 Act of 2022 brings with it tremendously expanded opportunities for retirement savings and retirement plan advisors. But what may have worked before won’t work anymore. We are in the greatest growth phase of the retirement plan business that we’ll ever see—and in this session you’ll gain insights on how to take advantage—from a panel of the leading providers that focus on the space.
27% - Pod “Caste”: Nevin & Fred—Live and In-Person (Again) They’re baaaaaack… There are a lot of podcasts out there—but here’s your chance to be live and in-person with—well, Nevin & Fred! That’s American Retirement Association Chief Content Officer Nevin Adams and Faegre Drinker Biddle & Reath LLP’s Fred Reish (but you knew that, right?). Last year, it was standing room only—we’ll need a bigger boat—er, room this year!
20% - “Stakes” Hows: High Stakes Sales Presentations: Winning Sales in a Hybrid World. In this dynamic and engaging discussion, we’ll cover a wide range of perspectives on how to maximize your impact and win business, including: Preparing for your next virtual sales presentation; what a “Run of Show” is and why do you need one; critical ways to manage a hybrid committee; how to manage multiple presenters; as well as audience engagement tips and techniques. What are you waiting for?
18% - Income Outcomes: Protected Retirement Solutions… That Actually Work! If you’ve heard it once over the past few years, you’ve heard it a million times: retirement income. The idea of providing your clients with a predictable paycheck in retirement seems to have everything going for it—clients want it, providers are creating solutions, frameworks exist AND there’s legislation that makes it more accessible. It’s not for lack of options, but how do you make sense of everything that is out there and figure out a solution that actually works for you and those you serve? Join us as we explore all sides of retirement income, and some success stories along the way.
5% - (DE)Risking Business—How to Engage with Your CFOs on Pension De-Risking. As more advisors focus their attention on the booming DC market, opportunities to broaden their plan sponsor relationships by helping with legacy DB plans persist. Many DC plan advisors have a clear line of sight to their clients’ CFOs on DB opportunities but lack an engagement strategy. Many CFOs see their company’s DB plan(s) as legacy financial obligations they would like to shrink the size of or eliminate altogether. With pension plan funded status at decade-plus highs in recent months and with extreme volatility continuing to grip the markets due to a host of factors, this session will prepare advisors to seize the DB opportunity.
Monday, April 3 – 3 p.m.
40% - Gold “Crush”: The Big Opportunities in the Small(er) Market. The small plan market has traditionally been an overlooked part of the retirement plan space, primarily because firms haven’t been able to efficiently and profitably accommodate and service small plans at scale. However, with the advent of new technology and retirement plan design a case can be made that working in this space not only can be done, but can be done profitably, and in the best interest of the plan sponsor and their employees. Pair that with the proverbial “gold rush” thanks in part to the emergence of state-run IRA plans in the small and micro space, and this presents an enormous opportunity with more than enough market share for every advisor.
24% - “Well” Wishers? The Fad of Financial Wellness—To Be or Not to Be. Hamlet struggled with life and death (among other things). Advisors certainly aren’t facing that existential crisis, but they are confronted with choices on how (if?) to incorporate Financial Wellness into their practices and better serve employees. Partnering with a third-party vendor and building a service model that crosses recordkeepers is appealing, while building a service model that leverages a core group of recordkeepers’ solutions has its own benefits. Join us in a practical discussion with advisors who have gone down these separate paths.
22% - Plan (b): Understanding the 403(b) Plan Marketplace for 401(k) Practitioners. The 403(b) is a unique and growing area—one that can allow you to specialize your focus on distinct market segments, non-profits and foundations, hospitals, universities, and more! If you’re looking for a space where you can build your practice and make a difference, 403(b) may be just your ticket!
13% - “Culture” Club: Optimizing Incentive and Compensation Structures Tied to Both Sales and Service. Designing (and bettering) compensation models that motivate employees and support your advisory firm culture is not always easy and does not have one perfect model. Human beings respond to incentives and, as a result, how compensation structures are put together is one of the most influential drivers of employee motivation and team behavior. In this session, you’ll hear different perspectives on this important topic and learn how different business models have structured their compensation structure to incentivize and compensate team members.
Thanks to everyone who participated—and if you have questions that you’d like these (and other) panels to explore—well, that door is still open at https://www.research.net/r/29S789X.
