November 14, 2012 4:00PM
Spend time with several leading retirement plan advisors as they outline Three Ways to Profit and Grow in a Fee Compressed World. They'll provide insight and ideas about their approach to retaining profitably in a competitive, increasingly specialized and fee-focused market. The discussion will highlight the industry headwinds retirement plan advisors face, and discuss how advisors can position themselves in a defensive manner to maintain value (and fees) in client relationship.
In addition, they'll outline some offensive maneuvers they're focusing on - which can truly set advisors apart from the competition - such as how they are aggressively pursuing new lines of business, building scale to grow revenue and finding ways to increase efficiencies in their practice.
Speakers:
Barbara J. Delaney. Principal, StoneStreet Equity
William B. Beale, Manager, Retirement Plan Services, Henderson Brothers
Edward Chairvolotti, Managing Partner, Chairvolotti Financial
Current Issue


- Yes, to Another Wirehouse or Regional Firm.
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14%
- Yes, Considering Independence.
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14%
- No.
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71%
























