Wells_Fargo_Asset_Webinar

Reconnecting the plan sponsor/advisor disconnect

Thursday, June 29, 2017 | 2:00 p.m. ET

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

The NAEPC has approved this program for one (1) general CE credit hour for the AEP® designation program.

The Certified Financial Planner Board of Standards (CFP) has approved this program for one (1) CE credit hour.

IMCA has accepted The great advisor/plan sponsor disconnect for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications.

Ron Cohen
Defined Contribution Manager
Wells Fargo Funds
PRESENTER

David Armstrong
Editor-in-Chief
WealthManagement.com
MODERATOR

 
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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. 303704 06-17
 
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