In today’s competitive retirement plan landscape, understanding and effectively leveraging Target Date Fund (TDF) suitability can be a game-changer for advisors looking to win new business. In this session, we’ll explore proven strategies that help advisors identify and present the most suitable TDF options to their prospects. You’ll learn how to showcase your expertise in aligning TDF selections with participant demographics and plan needs, helping you build trust and differentiate your services.
In addition, we’ll demonstrate how to use Larkspur to identify and engage new prospects. This powerful tool provides access to valuable data and insights, enabling you to target the right plan sponsors with precision. Whether you're looking to enhance your existing client relationships or attract new ones, this session will equip you with the insights and tools to confidently win business.
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Knnin Chiravanich (KC) joined flexPATH Strategies in 2023. Prior to flexPATH Strategies, KC worked for Equitable Advisors and JPMorgan Private Bank. He is primarily responsible for building strategic partner and advisor relationships. His activities include preparing client deliverables and conducting investment research. |
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Reese Wong joined flexPATH Strategies in 2024. He is primarily responsible for building strategic partner and advisor relationships. His activities include preparing client deliverables and conducting investment research.
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Looking for more information?
Contact the RPAG Support Team support@rpag.com, to learn more about RPAG, get help with our platform, or anything else!
