JOIN US! December 9, 2020 | Partner Round Table with Vanguard

Year-end planning with Vanguard Regional Sales Executive Saul Mendoza and Director of Vanguard Retirement Plan Access, Sarah Zaikowski:

In the age of the Covid-driven virtual workplace, the opportunity to engage with peers on matters of firm strategy, business development, technology, marketing, investment best practices and personnel maximization are sparse.  While there is no shortage of valuable presentation content, dialogue among thoughtful investment professionals in a free form environment has greatly diminished.

Vanguard would like to offer an experience meant to drive meaningful conversation on these topics.  The ultimate goal of this session is to create actionable take-aways, drawn from the experiences of advisors in our FPA community, who are faced with similar challenges.  We hope to guide the virtual atmosphere to share problems, solutions and observations about this unprecedented black swan event that has affected us all in 2020.

Discussion topics:

-  What are client concerns on the market and the economy?

-  What business challenges are you facing moving into 2021?

-  How are you building your practice and bringing in new clients in a virtual world?

-  How can adding retirement plans increase and diversify your revenue?