Retirement Smart for Clients

$99 / Learner


Users Discount
1-50 $99
51-100 $89
101-150 $79
151-200 $69
201-250 $59
251-500 $49
500+ Call for quote
Discount given at checkout
SKU: Retirement Smart for Clients Category:


Smart retirement education for your clients.

Retirement assets are the name of the game in today’s investment management world.  However, registered investment advisor (RIA) firms are now competing with Robo-Advisors and other electronic forms of asset management platforms.  A high-touch approach such as expanding your services to include retirement planning and client education can provide needed advisor alpha and solidify your client relationships.

Our series of on-demand courses by eight leading retirement experts will make it easy for you to cost-effectively reach clients in different locations, time-zones, and levels of knowledge.  An educated client is your best customer.

Click “Add to cart” above to purchase now.