Webinars With Industry Experts

Positioning And Delivering Retirement Income With Clients

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.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

SCHEDULE A DEMO