Live For Financial Advisors:

5 Tips for Growing Your Retirement Base Today

Wed. June 25, 2025, 2 PM ET

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About the Event

With tax credit incentives, state retirement mandates, and the need to attract quality employees, more small businesses are offering retirement plans than ever. To stay competitive, financial advisors should get in on this market explosion now, but where do you start? In this webinar, we give you practical growth strategies you can start implementing at your firm today.

These include:

Where to look for new business opportunities
Understanding the small business retirement market
How to approach new prospects
Creating a pipeline of 401(k) plan business

About the Speakers

Michael Nash

Channel Manager, Retirement

Mike’s long and successful career in the retirement industry has been in both management and sales. Prior to joining Paychex in 2021, he held leadership roles at Lincoln, John Hancock, and Alliance Berstein. With his decades of experience and in-depth knowledge, he helps plan sponsors create a more stable retirement for themselves and their employees.