FINANCIAL ADVISOR Webinar:
Tips for Growing Your Retirement Plan Client Base
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About the Event
The retirement plan market is exploding. Where can you find new opportunities to get in on this growing trend? In this live webinar, we give you tips on how to expand retirement services to existing clients and prospect for new ones.
You’ll learn about:
- How an increased volume of smaller plans can expand your business
- Opportunities to cross-sell wealth services to sponsors and participants
- How to conduct a book review to identify opportunities
- How plan providers can be a great resource for tools and services
About the Speaker
Tim Slavin
Senior Vice President-Retirement for Broadridge
Tim is focused on driving business development/revenue for Broadridge’s retirement business. He has helped Broadridge grow into one of the top retirement service providers.
Michael Nash
Channel Manager – Retirement, ePlan Services, a Paychex company
Mike joined ePlan in 2021, after spending eight years as a regional sales manager with Lincoln and six years with John Hancock. He uses his experience and knowledge to help plan sponsors create a stable retirement for themselves and their employees.
