Broker of Record Consolidation Series Part II: The New Business Model

 

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:

  • Professionalizing Retirement Plan Advisory Services
  • Menu Of Services
  • The New Model
  • Evolving Standards
  • Strategy & Focus

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 To View Detailed TeleConference Slides
(Restricted, CFDD Clients Only, Secure Area, Requires Logon)

New York Life Retirement Plan Services

Click On Topic Headings Below To View Other Sponsor Downloads
(Unrestricted, Registration Not Required)

For more information on TeleConference sponsorships, contact the CFDD by phone at (630) 662-0284 or by email at  CFDD@TheCFDD.com.

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borOutline.docPartTwo.pdf98.47 KB

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