Broker of Record Consolidation Series Part I: Why BOR Consolidation

 

TeleConference Description

09/04/2009 (Archived/Available 24/7)

Broker of Record Consolidation Series Part I: Why BOR Consolidation

Part I: Why BOR Consolidation, sets the stage for the five module business building series and explains why advisors must participate in the consolidation of advisory services.

The subsequent sessions outline how the changing marketplace dynamics will benefit specialists and provide specific details on how to participate in consolidation.

The major topics covered in Part I include:

  • Economic & Investment Outlook
  • Retirement Plans Outlook
  • Retirement Plans Industry Outlook
  • Finding The Right Umbrella
  • Growth Outlook For Retirement Plan Advisors

Presented By: CFDD

Sponsored By: NEW YORK LIFE RETIREMENT PLAN SERVICES

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New York Life Retirement Plan Services

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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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