2024 DC Benchmarking Data | How the best advisors level-up
Date: May 8, 2024
Time: 2:00 pm - 3:00 pm EST
In addition to providing leading practices, this session will be packed with hot off-the-press datapoints and ideas from the updated Ann Schleck & Co. practice management benchmarking study, gathered by WinMore Plans throughout 2023 and into January 2024. The database is made up of 80 DC specialist advisor practices out of 319 offices across the country. Together, they manage more than $871 billion in AUA, 17,000 plans, and 1.4 million participants.
This research was sponsored by John Hancock Retirement, John Hancock Investments, Blackrock, American Funds, and Broadridge. The following company representatives will be attending and may contribute.
- Bill Thompson (John Hancock Retirement Plan Services)
- Jonathan Young (Capital Group)
- Tina Sanchez & Tyler Neenan (BlackRock)
- Gene Huxhold (John Hancock Investments)
By the end of the session, attendees will learn how top advisors are…
- gaining market share,
- becoming more efficient,
- delivering the best client experience, and
- charging fees for their services.
This webinar is pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
