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Webinar Nov 29th: Grow Your Business – Retirement Plan Secrets

November 16, 2017

Grow Your Business
Retirement Plan Secrets


Advisors working with high net worth clients and business owners are uncovering the opportunity to service company retirement plans. Many advisors struggle with the plan business or refer it to specialists.  This webinar covers tips and techniques you can use right away in your practice to develop retirement plan business.


Wednesday, November 29   |   1 p.m. PT / 4 p.m. ET


Join Fran Gillis, Retirement Plan Manager for Dynamic Wealth Advisors, as he discusses a variety of topics in this 45-minute webinar.

The following topics will be covered:

  • three business models to grow and manage plan business
  • three retirement plan issues that advisors should understand in order to be successful
  • taking advantage of the opportunities that already exist in your practice