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Client Experience
How to Host Extraordinary Client Experiences
While the retirement seminar may have served you well in the past, they may not help you stand out in the future. To attract, retain and grow your client base you’ll need events that are designed around your clients’ passions.
Client Experience
Introducing events designed to create amazing outcomes
FlexShares wants to help financial advisors create amazing experiences to achieve better outcomes. This is the first in a series of articles as well as a whitepaper, which can be used as a blueprint for executing your event planning strategy. Log-in and download the whitepaper today and stay tuned for more event marketing tips.
Retirement
next: Millennial magnet - Attract and retain the largest generation in the U.S. workforce
In our second issue of next, we discuss how some of the factors may affect your role as a fiduciary in building effective retirement plans, including the effect changing interest rates may have on target date funds.