We hope you can join us for this free event which is an opportunity - no matter your age or experience - to grow your network, to learn business success strategies, to discover new ways to market yourself and/or your practice, and to make meaningful connections.
How do you grow your assets in today's market environment? You bring in more business. Join Columbia Threadneedle Investments' Adam Shanahan as he shares asset gathering tips from his firm's Learning Center. The Learning Center at Columbia Threadneedle was designed to help advisors like you expand your personal retirement practice by providing deeper insight into your clients' workplace retirement and wealth-building programs, effective strategies for working with small business owners and creative approaches to winning and maintaining corporate retirement plans.
Adam will address four asset growing strategies:
Building a repeatable business in rollover planning
Acquiring small business owners as clients
Strengthening center of influence networks as a referral source
Progressing to and/or maintaining elite consultant status for mid and large sized defined contribution plans
This event is intended to support the next generation of financial planners. By next generation, we mean not only those that fall into the typical NexGen age group, but also CFP® students, new planners, and career transitionists of all ages... and we welcome more seasoned planners, allied professionals and educators who wish to connect with this group.
