Conventional wisdom says that our industry is in a race to the bottom on fees.
And yes, all too often, “priced to win” winds up being a somewhat arbitrary “best-guess” on advisory pricing—with a bias toward “low.”
It doesn’t need to be that way—and in Workshop #2—“Low” Blows—you can join the discussion and learn how two top NAPA members have developed fee models that reflect their respective value propositions and service delivery models while maintaining suitable margin.
The engaging, interactive and dynamic panel includes:
- Provocateur Sue Kelley, Principal, Director of Business Development and Client Relations, InspiredMeetings
- Pam Brooks, CPFA, Senior Client Manager, Retirement Plan Services, Oswald Financial, Inc.
- Christopher Dubie, Senior Vice President, Corporate Client Group Director, Financial Advisors, Morgan Stanley
- Melissa Cowan, Engagement Specialist & Independent Consultant
At the 2021 NAPA 401(k) Summit, you can learn a lot by networking, and a wide variety of practice building workshops—and you can learn from the industry’s most successful advisors. This is just one of more than 20 insightful workshops—and six compelling keynotes—at the NAPA 401(k) Summit—the nation’s retirement plan advisor convention!
September 12-14, Las Vegas, Nevada.
We’re talking about real actionable ideas for business development, client experience, and participant experience!
Save your place today at https://napasummit.org. Early bird deadline is less than a week away—hotel room block is almost gone!
