Developing a Retirement Planning Business

Many financial advisors are focused on developing a retirement planning business, but are not sure where to start. Loring Ward offered a webinar on February 27, 2013 to provide the process and tools advisors can use to help attract, manage and retain retirement plan business.

In The Lifecycle of a Plan:  From closing the business through maintaining the plan, Loring Ward’s Heather Hooper, VP, Retirement Strategies and Tim Wochok, CFP®, Regional Director at Loring Ward Total Retirement, provided insight into the following key areas of building and sustaining a strong presence in the retirement plan arena:

• Prospecting and discovery
• Why employers decide to change providers
• Implementation
• Managing the relationship
• Communication strategies and materials

 
Watch this (recorded) educational webinar now.

Personal Values Investing

On February 12, 2013,  Loring Ward, a San Jose, CA based Turnkey Asset Management Provider (TAMP) dedicated to helping independent advisors become the most trusted and valued professional in their clients’ lives, introduced their new “Personal Values Investing” approach to portfolios, which provides a resource for advisors who want to help clients reach their investment goals while staying true to their values. 

Some investors want to invest only in companies whose business practices are in line with their most deeply held social and environmental beliefs and values, but they also want their investments to help them meet their financial goals. Advisors may be challenged to develop portfolios that achieve these dual objectives.

“Personal Values Investing” is how they can marry the two. In this webinar recording, Sheldon McFarland, VP, Portfolio Strategy and Research, and Joni Clark, CFA, CFP®, Chief Investment Officer, looked at the trends in Personal Values Investing, discussed Loring Ward’s Socially Responsible Investing (SRI) models and introduced the new Sustainability models.

Click to access the PersonalValues Investing – Aligning Clients’ Values and Finances recording.