Positioning And Delivering Retirement Income With Clients

Positioning And Delivering Retirement Income With Clients
Dennis Gallant
07/24/15 4 PM EST
Live CPA IWI
Program Id: 102985803
4.9
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With 10,000 new retirees a day, how can you best serve clients’ retirement advice? What kind of retirement income planning advice do clients want?

 

This presentation is based on web-surveys and interviews with thousands of advisors over the past seven years, independent research documenting best practices in retirement income planning and transition support.

 

Speaker Dennis Gallant of GDC Research says advisors must focus on process, not product, and be prepared to broaden the scope of their support to clients. Gallant says advisors must deliberately articulate that offering retirement income planning support differentiates them from the vast majority of advisors.

 

At this session, Gallant will cover how you can:


Become more deliberate and differentiated serving retirement income clients

Improve prospect and current client engagement regarding retirement income

Create a retirement vision for clients and enhance your overall discovery process

Understand the various approaches, risks, and pros and cons in managing retirement income portfolios

Bring up key issues at retirement client reviews

Market your retirement income offering

 

GDC Research is a research and consulting firm providing applicable, actionable and customized solutions for broker dealers, asset managers, banks, insurance firms, and other providers in the financial services marketplace. Our services include consulting, market research, competitive analysis, tactical and strategic planning, with expertise covering key trends in the asset management, retirement, financial advisor, and wealth management marketplaces.

 

 
This webinar is eligible for IMCA® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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4.9  (46)
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(Updated: July 23, 2015)
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4.0

I expected more information on retirement income strategies and not so much on marketing a practice.

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(Updated: July 23, 2015)
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5.0

Very valuable information to see where your practice stacks up.

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(Updated: July 23, 2015)
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5.0

Excellent. I learned a lot--and, just like it was pointed out that we as advisors can help clients articulate unexpressed needs, this helped me articulate unexpressed goals.

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(Updated: July 23, 2015)
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5.0

excellent, please have more on this topic. Would like more information on the 3 income strategies Dennis mentioned

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(Updated: July 23, 2015)
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