July 2020
Recent research published by Carson Coaching on consumer satisfaction shows that a focus on income planning, being able to serve clients throughout their financial planning journey, and transparency are crucial to delivering value for your fee. Do a deep dive into retirement income planning, changes for 2020, and understand the major practice management takeaways from the 2020 Value of Advisor Research.
Professor Jamie Hopkins, who co-created the RICP® designation and has taught tens of thousands of advisors retirement income planning will discuss how one of the largest RIAs in the country is tackling the challenges of income planning in 2020. See what is working with clients and what is not. Drive back to your value proposition and put your clients front and center with a research driven approaching to bringing value to clients.