Name
Prospecting Powerhouse: Harnessing the 4 Building Blocks of a Retirement Plan (and Let’s Not Forget about Fees) Presented by Fiduciary Decisions
Date & Time
Monday, October 16, 2023, 1:50 PM - 2:20 PM
Speakers
Description
Design, funding, administration, communication, and fees. Oh my! Learn how the intersection between publicly available 5500 data and proprietary databases can turn you into a more consultative, efficient and effective prospecting powerhouse!
Location Name
Annapolis 3-4
Session Type
Breakout Session
Sponsored
Sponsored