Pathways to Growth - Maximize Client Value by Growing Wallet Share

Sponsored by Capital Group, home of American Funds Distributors, Inc.

Grow your business by redefining your role as a retirement income specialist. Acquire the modern retiree by positioning yourself as essential to helping clients achieve their retirement goals. This session will show you how to:

• Use five retirement realities to illustrate why clients should consider consolidating assets with you.
  
• Tailor your client engagement approach to clients’ retirement readiness.
  
• Build your website and LinkedIn profiles to showcase your retirement income focus.