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.