- Advisor resources
- About us
Personalized training and resources for retirement plan professionals to help improve efficiencies and performance.
What makes for an effective presentation now that meetings are often hybrid?
Making a good presentation great in a hybrid landscape can be a challenge. Practice Management Coach Randy Fuss helps financial professionals and TPAs navigate the challenges that presenting virtually can have from start to finish. Recorded live October 19, 2023.
Have you considered how your selling style fits with your client's buying tendencies? Creating an Unfair Boardroom Advantage is a practice management workshop designed for financial professionals to help create insights into natural buying and selling behaviors. Recorded live September 21, 2023
ACES: A Commitment to Education and Service is built to equip you with the tools you need to successfully uncover opportunities, close new business, and lay a groundwork for future referrals through dedicated service. The program was created using the expertise of retirement plan professionals with a singular focus—building a successful retirement plan practice. Special thanks to Franklin Templeton, our guest speaker. Recorded July 20, 2023.
Learn how to leverage LinkedIn’s social networking capabilities, including how to create an effective LinkedIn profile, how to increase your retirement plan referral network, increase engagement, and more! Recorded live May 11, 2023.