08.03.2017 20:38:00
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Michael Kitces Tackles DOL's Impact on All Advisors
SCOTTSDALE, Ariz., March 8, 2017 /PRNewswire/ -- On Wednesday, Mar. 15 at 12:00pm CT, Modernist Advisor will host a unique interactive webinar offering practice-shaping strategies, tactics and calls to action in a Post-DOL Fireside Chat with Michael Kitces. Register here.
Whether an advisor is seasoned or transitioning into the RIA space, they will gain key insights into how their business risks major disruption this year and how best to respond. Michael will be discussing products, fee revenue and competition that are all changing due to evolving fiduciary standards.
This is the latest installment in the thought leadership webinar series produced by Modernist Advisor. "At Modernist Advisor, we are challenging the status quo. We believe ensuring better retirement outcomes will result in new clients, additional assets under management and additional value to your business," said Jack Martin, Modernist Advisor developer, "Moreover, we are able to demonstrate how fiduciary advisors can deliver more Retirement Alpha to their clients."
"There's no doubt that annuities can solve many of the challenges faced by retirees. The puzzle has been that consumers, and advisors to a large extent, didn't understand where annuities fit or how to use them effectively," added Dave Vick, DBHC Executive Vice President.
Mike Dressander, President of Dressander BHC continued, "Today there are more client-centric annuities that can manage retirement risks like longevity and sequence of returns. There are also new technologies that can integrate annuities into the wealth management process while enhancing the client experience."
About Modernist Advisor
Modernist Advisor is a marketing program created by DBHC and represents a new generation of asset management ensuring better retirement outcomes exclusively for RIAs.
The Modernist Advisor service bundle includes: innovative annuity products, proven business development strategies and processes, client experience focused technologies, and fiduciary-based income planning education. Go to www.modernistadvisor.com
About Dressander BHC
DBHC is leading national field marketing organization that for over 35 years has partnered with the leading advisors in this business help them grow their business and deliver better retirement outcomes. Go to www.DBHC.com
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/michael-kitces-tackles-dols-impact-on-all-advisors-300420508.html
SOURCE Modernist Advisor
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