According to recent research by Herbers and Associates, the two most highly sought services from advisors by consumers with at least $250k to invest are retirement planning and tax planning, but you already know that. You're already delivering at least part of the value proposition that has catapulted firms offering these services into some of the fastest growing firms in the country. The Retirement Delivered Conference is intentionally designed to combine the best of the "why," the "what," and the "how" into a single event, featuring speakers who have done the research and the practical work of implementing these processes into their practices.
In order to predictably and repeatedly deliver client value, advisors need to systematize processes. You'll hear from other advisors who have systematized various parts of the retirement income delivery process, from client intake, to meeting steps, to servicing. These advisors use Covisum tools for various parts of the process. You'll learn the daily steps they take to create a value delivery system for their retirement income clients.
Effective process forms the foundation for great marketing. When you are different and better than your competitors, you can cut through the clutter in a way that others can't. We'll be hosting an advisor panel on marketing, with a specific focus on advisors who are growing quickly with retirement income messaging in a variety of channels, from social media, to seminars, to book marketing and PR.
To cap off the conference, you will get an exclusive look at the new features and enhancements in Covisum software that can streamline your workflow, enhance your ability to deliver comprehensive retirement income planning, and cut through the marketing clutter.
.svg)
