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.
Barbara J. Delaney. Principal, StoneStreet Equity
William B. Beale, Manager, Retirement Plan Services, Henderson Brothers
Edward Chairvolotti, Managing Partner, Chairvolotti Financial
- Yes, to Another Wirehouse or Regional Firm.
- Yes, Considering Independence.