How To Grow Your Retirement Plan Business
In The 2020 Economic Crisis

If you’re like most advisors, you’re likely starting to come up for air after the shock of the coronavirus pandemic. Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis.
 
We’ve partnered with the experts at The Retirement Learning Center to update advisors on how the retirement plan landscape has been altered by the 2020 economic crisis.
 
We’ll review:
  • – How has the retirement landscape been affected by COVID-19?
  • – How can advisors grow their retirement business in the current crisis?
  • – Where are the biggest opportunities as a result of the CARES Act?
  • – How to become the go-to expert on a specific employer plan
  • – How advisors can use retirement plans to create marketing campaigns
 
At the end of the presentation, we’ll give you ideas for a few marketing campaigns you could create to grow your retirement plan business as well as the resources to get started now. Save your spot today!

About Your Presenters:

Claire Akin, MBA

Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving top independent financial advisors. She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing.

John Carl, Founder & CEO, Retirement Learning Center

John Carl is Founder and President of Retirement Learning Center, the nation’s preeminent thought leader on retirement issues. He is also the Executive Director of the PLANSPONSOR Institute, the education and training arm of PLANSPONSOR, as well as founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education. John serves on the Government Affairs Committee for the National Association of Plan Advisors. As the “advisor to the advisors,” John is a highly sought after industry insider who travels the country educating groups of financial professionals on the very latest in retirement legislation, forecasts, and developments affecting the industry.

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