Event

    Recorded Event
    Practice Management

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    Webinar by American Funds (32 min)

    Tom Warren, Advisor education specialist & Renee Grimm, Retirement plan counselor
    A simple strategy for closing more 401(k)s

    How can you convince prospective clients that you’re the advisor they can trust to help manage their company’s retirement plan? The answer lies in building trust and conveying your value. Hear Capital Group retirement specialists discuss proven techniques that can help you earn more 401(k) business.

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