We are excited to invite you to our March PECA event specifically designed for Retirement Plan Advisors and TPA’s – “Creating an Unfair Boardroom Advantage”. The event will be virtual and held on March 24, 2022 from Noon to 1 pm. Randy Fuss, CFP, and nationally renowned Practice Management Consultant and Speaker of CUNA Mutual will be presenting.
It takes knowledge and expertise to try to win a sale. All of the work that goes into discovery calls, sales presentations, and annual reviews to prepare for a prospect or client meeting. During this session, you will learn to have a greater understanding of what your natural selling style is as well as learning four distinct plan sponsor buying styles. Most importantly, strategies will be discussed to identify when and how to adapt your sales presentation and ultimately increase your chances of winning the business.
You only get one chance to state your case for winning or retaining the business!
Randy Fuss has been in the financial services industry for more than 30 years. Prior to 2006 he owned and operated a successful independent retirement plan practice. The majority of Randy’s career has been focused on consulting. Currently, as a Practice Management Coach with Cuna Mutual Group, he is dedicated to the Retirement Consultant Institute focusing exclusively on the qualified retirement plan industry. His main objective is to deliver impactful content to financial professionals and third-party administrators who seek ways to take their retirement plan practice to the next level. Randy also supports CMFG Stable Value — a conservative stable value fund offering inside qualified retirement plans. A Registered Corporate Coach™, Randy leads training, workshops and seminars on a variety of retirement plan topics. He is frequently a guest speaker at trade groups and industry conferences
Location: Virtual via Zoom (login to be provided prior to session)
Date: March 24th, 2022
Time: Noon to 1 PM
CE: 1 Hour for NIPA & ARA/ASPPA
Sponsors – Thank you to our Platinum Sponsors for this Event: