PLANADVISER National Conference Recap

Were you there? What did you miss?

From Monday, September 24 through Wednesday, September 26, 2007, PLANADVISER hosted its first national conference for advisers. Titled “Taking Charge: Building a thriving 401k practice in a rapidly changing market,’ the conference brought together over 325 people, including nearly 250 advisers, at the Ritz Carlton in Orlando, Florida.



If you were an attendee, please complete our brief evaluation here.



Session Recaps:

Acing Your Finals
A panel of experts offer insights on how to win a finals presentation.

Building Your Deferred Comp Business
409A has shaken up the deferred compensation business, and that offers many opportunities for advisers.

The Future of the Independent Adviser
According to representatives from LPL, National Retirement Partners, and Raymond James, retirement plan advisers working in the independent channel will have many opportunities to broaden their businesses in the future.

The Future of the Wirehouse Adviser
Although there will always be a market for the wirehouse adviser, particularly due to brand recognition, the changing retirement landscape calls for some tweaking of the wirehouse model, said representatives from UBS, Smith Barney, and Wachovia.

How to Get The Most From Your Provider
Advisers and providers talk about working together to increase your value proposition.

Independence Dazed
Why be independent? When going independent, what business model is right for you?

It’s All Your Default: QDIA Essentials
The faults with defaults and how to remedy them.

Making Your Designation(s) Work
Plan sponsors and participants may not appreciate what specific adviser designations mean, but designations can still be useful for a retirement plan adviser’s business.

Plan Sponsor Confidential
What do clients really think about advisers’ services?

Powerful Presentations
Knowing the audience and customizing presentations for specific participant groups are the keys to having an effective participant meeting.

Revenue Sharing: Getting Your Fair Share
Scrutiny of fees has never been more intense. A panel of advisers discussed how they are responding to the environment while protecting their bottom line.

Search Me? Monitoring Plan Providers
Due diligence requires that fiduciaries monitor the performance and suitability of their plan providers on a regular basis.

Should Retirement Income Be a Part of Your Practice?
The conversation about retirement income should not be an at-retirement discussion.


Next year, join us for the second annual PLANADVISER National Conference from September 15 through 17, also to be held at the Ritz Carlton in Orlando, Florida.