Communicating Your Value Proposition

Learn how to set yourself apart from your competition. This workshop provides a framework for assessing your value proposition with insight into how it may evolve over time.

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State of PEPs: Q&A with Theresa Conti

State of PEPs: Q&A with Theresa Conti

With The SECURE Act shaking up the retirement scene, advisors are receiving more questions from sponsors about PEPs. Theresa Conti has the ability to make complex topics conversational and discusses the state of PEPs in a way that can be easily conveyed to plan sponsors.