The Efficient Advisor: Managing Your Practice for Success and Profit
Location: Neopolitan II
Meet the Johnson Financial Advisory Group. In this session, you will follow the business activities of a hypothetical advisory team that is revising their service model to adapt to the new DOL ruling. We will discuss strategies to help them be more profitable and efficient using real advisor data and trends.
In this workshop you will learn:
- How to develop a formal profitability assessment of the plans in your practice, as well as ideas to leverage this analysis to create better scale, minimize costs, and enhance prospecting efforts
- Ways to utilize benchmarking to identify new revenue opportunities, as well as find efficiencies in your service model
Anders Smith, Retirement Practice Management Leader, TIAA Global Asset Management, Nuveen
Robin Greene, AIF®, VP, Head of Research, Ann Schleck & Company