Happy Friday, readers! The theme of this week’s newsletter is client service. If you are not already aware, we are hosting half-day versions of the 2017 PLANSPONSOR National Conference over the next three weeks in various cities. The event is sure to offer information to help you serve your plan sponsor clients better. We learned through live polling at the 2017 PLANADVISER National Conference that 61% of advisers are “winging it” when it comes to offering financial wellness programs. The session about financial wellness pointed out that there is no single defined path for offering financial wellness—but explored the various options available to advisers. The session at the conference about adviser tools and support uncovered a host of applications that several advisers described as “game changers.” Two winners of the 2017 Plan Sponsor of the Year awards program spoke on the “Plan Sponsor Confidential” panel, noting how their advisers gave them the “courage” to adapt progressive automatic features. Vanguard says that in order to gain clients’ trust, advisers need to emphasize that they are acting in their best interests and let them know that they are valued and respected. Enjoy this edition of PLANADVISER Weekend.
At PLANADVISER, we know how valuable your time is. That’s why we’ve taken the most important topics discussed at the recent 2017 PLANSPONSOR National Conference and packaged them into a convenient ½-day agenda hosted in a city close to you! If you are a retirement plan adviser, there is no better way to stay up to date on the latest challenges facing your clients. Choose to attend in Chicago—Oct. 24, Boston—Oct. 25, New York—Oct. 26, Newport Beach—Nov. 1, or Dallas—Nov. 2! Register here:
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There seems to be no consensus on a definition of the trendy term, but plan advisers can create their own business model for offering a ‘financial wellness’ program.
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