Plan Advisor Tools Five

Personal Branding and your Statement of Services

Wed, 16 May 2012 00:00:00 -0400

Brandon Shea discusses the importance of developing a distinct personal brand and creating a Statement of Services that sets you apart as a retirement plan advisor.

Don't just have a positioning statement...tailor it to your audience.

Tue, 10 Apr 2012 00:00:00 -0400

Brandon Shea discusses the importance of positioning statements, and tailoring them specifically to the people with whom you are meeting.

Personal Branding - Who are you?

Mon, 12 Mar 2012 00:00:00 -0400

Personal branding expert Mark Magnacca shares insights on how advisors should position themselves to stand out in the crowded marketplace of advisors.

The Department of Labor Releases the Long-Awaited Final Regulation 408(b)(2)

Wed, 08 Feb 2012 00:00:00 -0500

Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the final Regulation 408(b)(2) recently released by the DOL and highlights some differences from the interim final regulation.

Holiday Edition: Differentiate yourself this holiday season

Thu, 08 Dec 2011 00:00:00 -0500

Three thought provoking ideas on how advisors can differentiate themselves during the holiday season.

Defending your fees: Focus on value, rather than cost

Tue, 08 Nov 2011 00:00:00 -0500

Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses ways that advisors can refocus clients on value created rather than cost if the subject shifts to retirement plan fees.

Are you prepared for participant questions on retirement plan fees?

Thu, 06 Oct 2011 00:00:00 -0400

Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses how Rule 404(a)(5) may impact plan sponsors and gives some ideas on how to best manage questions that come from participants.

Five Insights on Building Rapport with Business Owners

Fri, 09 Sep 2011 00:00:00 -0400

Brandon Shea, managing director and DCIO Team Lead for RidgeWorth Investments, shares five insights on how retirement plan advisors can build rapport with business owner clients and prospects.

What services should a retirement plan advisor offer?

Fri, 05 Aug 2011 00:00:00 -0400

Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the growing complexity of retirement plan services and what services advisors may want to consider offering.

The importance of building and maintaining your personal brand.

Wed, 13 Jul 2011 00:00:00 -0400

Brandon Shea, managing director and DCIO Team Lead for RidgeWorth Investments, talks about the importance of being proactive in building a personal brand, rather than have others develop it for you. He references three tools that will help retiremen...

How will 404(a)(5) impact advisors and plan sponsors?

Tue, 14 Jun 2011 00:00:00 -0400

David Williams, attorney with Schiff Hardin, discusses the new 404(a)(5) regulations and how it may impact advisors and plan sponsors.

Retirement Plan Committees - a best practice for companies of all sizes

Wed, 11 May 2011 00:00:00 -0400

Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the best practices of retirement plan committees.

Plan Benchmarking positions advisors as true consultants

Fri, 08 Apr 2011 00:00:00 -0400

Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the benefits of plan and fee benchmarking for advisors who sell retirement plans.

What is 408(b)2 and what does it mean to advisors?

Tue, 08 Mar 2011 00:00:00 -0500

David Williams, attorney with Schiff Hardin, discusses the new 408(b)2 regulations and gives advisors insights into how they might prepare themselves for the implementation of this rule.

Characteristics of successful retirement plan advisors

Tue, 08 Feb 2011 00:00:00 -0500

Brandon Shea, managing director and DCIO Team Lead for RidgeWorth Investments, talks about the characteristics of the successful retirement plan advisors he's worked with and shares the value that he believes his team adds for advisors.

Regulation favors seasoned retirement plan advisors

Thu, 06 Jan 2011 00:00:00 -0500

Daniella Moiseyev, Channel Marketing Manager for RidgeWorth Investments, discusses the regulatory environment for the retirement plan marketplace in 2011 and how these new regulations may benefit seasoned retirement plan advisors.

Retirement Plan Committees - a best practice for companies of all sizes

Wed, 30 Nov -001 00:00:00 -0500

Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the best practices of retirement plan committees.