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TeleConference Description
09/28/2009 (Archived/Available 24/7)
Broker of Record Consolidation Series Part II: The New Business Model
Part II: The New Business Model, continues the stage setting for the five module business building series and discusses the requirements for participating in the consolidation of retirement plan advisory services.
The subsequent sessions will discuss profitability and strategies to grow consolidation business.
The major topics covered in Part II include:
Presented By: CFDD
Sponsored By: NEW YORK LIFE RETIREMENT PLAN SERVICES
Click HERE To View TeleConference
(Unrestricted, Available W/O Cost, Requires Registration)
Click HERE [1] To View Detailed TeleConference Slides
(Restricted, CFDD Clients Only, Secure Area, Requires Logon)
Click On Topic Headings Below To View Other Sponsor Downloads
(Unrestricted, Registration Not Required)
| Attachment | Size |
|---|---|
| borOutline.docPartTwo.pdf [4] | 98.47 KB |
Links:
[1] http://www.thecfdd.com/slides_thenewbusinessmodel
[2] http://www.nylim.com/retirement
[3] mailto:CFDD@TheCFDD.com
[4] http://www.thecfdd.com/files/borOutline.docPartTwo.pdf