RP Presentation Summary

Latest presentations

Title slide for the presentation Client engagement of the future, are you ready?

Keeping clients for the long term

Explore how a 360^◦ approach to branding can help you stand out and reinforce your value throughout your client relationships. 
Topics: Branding; Service and communication; Teamwork; Client acquisition 
Can be used with a public audience

Title slide for the presentation The networked workplace. At the epicenter of investor engagement and employer success

Increasing your value to clients

Understand workplace benefits from the plan sponsor’s point of view and how this can help transform your role from workplace provider to workplace consultant.
Topics: The wider benefits network; Your role as connector and consultant; Expanding your knowledge base
Can be used with a public audience

Business building

Title slide for the presentation Stop playing mind games: Help improve participant outcomes with behavioral insights

Identify client stumbling blocks

Discover behavioral insights that can help sponsors and clients make better decisions. 

Topics: Financial stressors; Identifying reactive financial behavior; Client resources to share

CE CFP CIMA

Can be used with a public audience

Title slide for the presentation Pursue growth and stability with retirement plans

Unlock unmanaged retirement assets

Small-business retirement plans can provide access to unmanaged assets. Discover why and the potential impact this can have on your business.
Topics: Growth drivers; Incremental growth; Network expansion
Can be used with a public audience

Title slide for the presentation Learning to speak the language of wealthcare: Build a resilient practice as retirement planning and benefits consulting merge

Navigate the “total benefits” paradigm

Employers need guidance on health and wealth. Explore this opportunity and how to position your practice.
Topics: Health care basics; Sponsor concerns; Benefit bundling
CE CFP CIMA
Can be used with a public audience

Practice management

Title slide for the presentation Fiduciary fundamentals: Demystifying your obligation to retirement plan participants

Preserve your retirement plans

Learn (or relearn) what it means to be a fiduciary, best practices and how compliance can preserve clients and your business.
Topics: Regulatory requirements; Best practices; Resources
Can be used with a public audience

Title slide for the presentation Rise to the role: Paths to success in relationship management

Discover the skills needed to effectively manage relationships

Learn how to communicate with employees, investment committees, financial professionals and consultants.
Topics: Overcoming objections; Listening vs. hearing; Closing
Can be used with a public audience

Define your value beyond your credentials

Identify your value proposition and how it can help you market your practice.
Topics: Defining your service; Marketing for financial professionals; Implementing your strategy
Can be used with a public audience

Title slide for the presentation Selling in a fee-based world: Why explore institutional shares in retirement plans?

How R-6, or institutional, shares can promote retirement plan sales

Sponsors can gain greater flexibility and transparency with R-6 shares.
Topics: Defining fee-based; Why offer R-6 shares; Who could benefit from this approach
CE CFP CIMA
For financial professionals only; not for use with the public

Create lasting participant relationships

Clients don’t have to change financial professionals when they change jobs.
Learn how to become their professional of choice.
Topics: Time-cost dynamics; Loyalty’s building blocks; Action plan
CE CFP CIMA
Can be used with a public audience

Collaboration

Title slide for the presentation Health meets wealth: How health savings accounts can enhance retirement security

Health savings accounts (HSAs) should be part of retirement discussions

Learn how HSAs can be triple tax-advantaged investment vehicles.
Topics: Tax benefits; How HSAs work; Adding HSAs to your practice
For financial professionals only; not for use with the public

Title slide for the presentation Key considerations for selecting the right recordkeeper

Explore the benefits of a consolidated approach to recordkeeping costs

Explore how this approach can help plan sponsors maximize value.
Topics: Services; Investments; Fees and transparency
Can be used with a public audience

Title slide for the presentation Misbehavin' in retirement plans: It's time to retire that thinking

Help sponsors and participants make smarter decisions

Understand how you can help prevent sponsors and participants from making bad investment decisions for their retirement plans.
Topics: Common behaviors; Plan design strategies; Framing options
CE CFP CIMA
For financial professionals only; not for use with the public

Retirement income

Acquiring modern retirees

Learn how to become the financial professional that clients choose when they make the move from saving for retirement to living it.
CE CFP CIMA
For financial professionals only; not for use with the public

Building retirement income resilience

Learn how objective-based investing can help improve outcomes, including ways to increase the resilience of clients’ retirement income portfolios. 
CE CFP CIMA
For financial professionals only; not for use with the public

A key to financial well-being

Saving isn’t enough, and this session highlights the value qualified professionals provide in helping investors define their goals and create plans to achieve them.
Can be used with a public audience

Lean into growth

Discover how investing in equities — both broadly and though variable annuities — can help support long-term retirement goals.
For financial professionals only; not for use with the public

Retirement redefined: The evolving retirement income journey

Explore trends reshaping clients’ retirement needs and how financial professionals could expand their ability to deliver retirement income solutions and grow their practices.
CE CFP CIMA
Can be used with a public audience

Social Security and retirement

When clients opt in to Social Security matters. Learn their options and how that factors into retirement plans.
CE CFP CIMA
For financial professionals only; not for use with the public

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