Webinar Replay: Post-DOL: RIAs 3 Winningest Strategies – February 15

Date: Wednesday, February 15, 4:30 – 5:30 pm ET

  • 5 Steps to Organic Sustainable Growth: Turn a Liability into an Asset
  • Proven Fiduciary-based Retirement Planning Processes and Workflows
  • Lower Risk, Lower Client Heartburn: Retirement Alpha

Whether the DOL fiduciary rule stays or goes, you have a new competitive advantage and a marketing opportunity – your commitment to a fiduciary model in the wild, wild west world your clients face.

Differentiate your business. Whether you’ve been in business for decades or just making the move, transform your business into a powerful magnet for ideal clients while meeting ERISA Prudence and Best Interest standards.

Francois Gadenne, Executive Director of the Retirement Income Industry Association® (RIIA®), will bring an essential new tool: Fiduciary-based Retirement Planning.

Go beyond credentials and acquire insights into the workflow and the processes a true fiduciary planning experience will require. Learn more about RIIA’s acclaimed Retirement Management Analyst® education program.

Who should attend? This session is geared for RIAs, IARs and dual registered reps who have committed to growing their business.

Replay

Presenter:

Francois Gadenne, RIIA Chairman and Executive Director

 

 

 

RMA® Reminder: Attendance at the webinar (or its replay) counts towards required CE for RIIA®’s RMA designation.  One webinar = 1 hour of credit.

For RIIA institutional members, all employees within the company are RIIA members and can take advantage of this member benefit.

Special Thanks to:

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