Senior Market Sales 5-City Event Shows Retirement Planning Professionals New Approach to Practice Management

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The New Foundation of Practice Management features how to professionalize the sales process, increase client loyalty and comply with new fiduciary rule

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This session shows agents and advisors how to adjust to ... the fiduciary rule, what support is available and how to leverage the changes and resources so that they’re growing their business.

Senior Market Sales® (SMS) will travel to five cities this fall to deliver The New Foundation of Practice Management, a half-day training session to help retirement planning professionals address clients’ demand for convenient, concierge-like treatment and comply with the Department of Labor’s new fiduciary rule.

The event is designed to help retirement planning professionals — from independent insurance agents and investment advisors to financial advisors and registered reps — position themselves as consultants instead of salespeople, competitor-proof their clients, create referral-generating advocates and stay compliant by operating in the best interest of each client.

“The fiduciary rule will require more financial planning professionals to act in the best interest of their clients and to document their process and each client interaction,” said Chris McDonald, associate director of institutional sales at SMS. “This comes at a time when consumers want to simplify their lives and expect technology and customer service to be integrated and convenient. This session shows agents and advisors how to adjust to these changes and the fiduciary rule, what support is available and how to leverage the changes and resources so that they’re growing their business.”

The event will be in Milwaukee, Wisconsin, on Oct. 18; Chicago on Oct. 20; Ann Arbor, Michigan, on Nov. 1; Indianapolis, Indiana, on Nov. 3; and Columbus, Ohio, Nov. 4. The $25 registration includes a light breakfast and lunch.

The New Foundation of Practice Management follows last spring’s The New Foundation of Retirement, a highly popular half-day session on incorporating Social Security, Medicare and extended care into retirement planning. With more than three decades in the industry, SMS is able to identify emerging trends and provide support that gives financial planning professionals a competitive edge. To register, visit http://www.SeniorMarketSales.com/newretirement.

“Many financial planning professionals know they need something to take their business to the next level, but they don’t know what it is,” McDonald said. “This session shows how rethinking customer care, especially in the context of new regulations, can produce a sustainable business model, for even greater success.”

About Senior Market Sales, Inc.
Senior Market Sales is a national insurance marketing organization, representing top Medicare, annuity, life, long-term care, and travel insurance carriers in all 50 states. More than 30,000 independent agents and advisors rely on Senior Market Sales for practice management, technology, product, training and support solutions to help them leverage their time, make more money and put their business in a position of distinction. Founded in 1982, Senior Market Sales is headquartered in Omaha, Nebraska. Visit http://www.SeniorMarketSales.com for more information.

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Dan Trumblee
Senior Market Sales
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