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The great advisor/plan sponsor disconnect

Wednesday, June 7, 2017 | 2:00 p.m. ET / 11:00 a.m. PT

Archived versions of WealthManagement.com webinars are available on demand 24 hours after broadcast.

New findings from our Science of Satisfaction study reveal that what sponsors want and what you're delivering may be light years apart...

Do you see eye to eye with your plan sponsors? New insights from a survey of DC plan advisors revealed startling inconsistencies between what sponsors value most in their relationships with plan advisors and what advisors actually deliver.

Join the live webinar to learn:

• Compelling statistics that illustrate potential disconnects between sponsor and advisor expectations

• Which actions and traits plan sponsors truly value most in their advisors

• Best practices of successful plan advisors that can make the biggest impact

CE Credits have been applied for and are pending approval.

Ron Cohen
Defined Contribution Manager
Wells Fargo Funds

David Armstrong
Editor-in-Chief
WealthManagement.com
MODERATOR

 
Continuing Education (CE) Credits are available to participants attending the LIVE presentation only. The presentation will be recorded, but credits will not be available for playback viewing.
 
 
 
 

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Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. This material is being prepared by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Neither Wells Fargo Funds Management nor Wells Fargo Funds Distributor has fund customer accounts/assets, and neither provides investment advice/recommendations or acts as an investment advice fiduciary to any investor. 303269 05-17

 

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