Do you find the thought of conducting a 401(k) enrollment meeting daunting? Or are you comfortable, but would still like to learn some tips from an industry veteran? In this 50-minute webinar, Greg Bakke, President & CTO of Expand Financial, and Adam Barker, JULY’s Senior Director of Sales – West, explore:
• The enrollment meeting landscape
• How to position yourself as the advisor
• How to network and listen, picking up IRA and private client
business along the way
• A presentation in action
Enrollment Meeting Best Practices
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