Financial Advisor Webinar:
5 Steps to Winning Share of Plan Business
Wed. Aug, 7, 2024, 2 PM EST Reserve your seat today
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About the Online Event:
Eager to build your book of business? Whether you’re new to the financial services industry, or a veteran financial advisor, you can benefit from this 5-step strategy to attract new clients, build relationships, and increase your share of the retirement plan market.
In this webinar, you’ll learn to:
- Articulate your competitive advantage
- Prospect within your network
- Identify prospect needs and concerns
- Present plan solutions with fiduciary guidance
- Follow through, delivering conversion support and employee education to your new client
This webinar is offered by Paychex, with support from Federated Hermes, Inc.
About the Speaker
Scott Cavanaugh, QKA, MBA
Retirement Sales Manager
ePlan Services, Paychex, Inc.
With Paychex since 2008, Scott Cavanaugh has extensive knowledge of the retirement industry, including prior roles in relationship management, sales, services, and various leadership positions. He holds his Qualified 401(k) Administrator (QKA) credentials from ASPPA along with his FINRA Series 6, and 63. Over his 16 years with Paychex, Scott has helped financial advisors streamline their 401(k) business and give participants access to these key benefits.
Jim Wojciak
Senior Vice President, Federated Hermes
Jim is National Sales Manager for the Retirement, Insurance, & Sub-Advised Division. Prior to his current role at Federated, Jim was a Senior Retirement Consultant for Federated Hermes responsible for investment only mutual fund sales and marketing of the company’s value-added program to plan service providers and financial advisors in the Retirement Sales Division at Federated Hermes. Jim spent five years at Federated as an Internal Wholesaler on both the Retirement and Broker Dealer teams. Jim has over fifteen years’ experience working with financial advisors, plan sponsors, retirement plan sales in consulting, marketing, and product development. Jim has his series 7 & 66 licenses. He holds a Bachelor of Science in Finance from Robert Morris University in Pittsburgh, PA and is currently serving as President for the Pittsburgh Retirement Professionals Organization.
