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Continue Your RP Learning Journey
December 2022 Session: Building Your Business with 401(k) Plans
The Standard’s objectives for this session will include: how to sell retirement plans to help build and grow your advisory practice, how to evaluate 401(k) plan services and The Standard's resources available to you as a partner

January 2023 Session: Prospecting Retirement Plans Using The 5 Moments of Truth
The Standard’s session will be a sales focused educational hour on how to use opportunistic prospecting throughout the year to find and build your retirement plan book of business.

February 2023 Session: Certified Plan Fiduciary Advisor (CPFA) Designation – Separate Invitation will Follow

March 2023 Session: How Successful Advisors Conduct the Annual Plan Review
The Standard’s panel session discussion will include legal, investment and relationship management professionals who will share advisor best practices for conducting annual plan reviews.

April 2023 Session: Big Plans for Small Businesses. This session is the final session in "Becoming a retirement plan advisor in 6 months program" brought to you by Mass Mutual Investments and the Retirement Learning Center. Topics tie into plan governance, plan design, and plan compliance considerations – all really helpful foundational elements for an advisor cutting their teeth in this business.
Apr 19, 2023 01:00 PM
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