ON DEMAND Webinar:
A New Service Model: Retirement and Wealth Management
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About the Event
Today’s clients want simpler, one-stop approaches that bundle products and services. As a result, financial advisors are being asked to expand their wealth management services with business retirement planning. Since these businesses have been traditionally kept separate, how do you bridge the two? In this webinar, we’ll discuss:
- What is wealth and retirement convergence?
- Opportunities: expanding services and growing your client base
- Challenges: Changing your service model and filling knowledge gaps
- Using partnerships to create success
About the Speakers
Shawn O'Brien
Head of Retirement Insights, Broadridge Financial Solutions, Inc
Shawn is Head of Retirement Insights within the Data & Analytics group at Broadridge where he is responsible for crafting and implementing Fi360’s go-to-market strategy, driving retirement product sales success, and articulating Fi360’s value proposition to the market. Prior to joining Broadridge, Shawn ran Cerulli’s Retirement research and consulting practice where he covered trends in the defined contribution market and provided strategic insights and consulting services to asset managers, retirement plan providers, and advice providers focused on the U.S. retirement market. Shawn holds a B.S. in Finance from Merrimack College and an M.S. in Applied Economics from Boston College. He is a CFA Charterholder.
Ellie Pandina
Manager, Regional Retirement Wholesaler, Paychex Retirement Services
Ellie has been in the retirement plan industry for 18 years. In her current role, she manages a team that is responsible for building relationships with financial advisors and educating them on how Paychex retirement services can help meet their clients’ needs.
