The Who, Why and How of Engaging IRA Rollover Business
For many advisors, rollover IRAs fuel new business growth—both from new clients and existing ones. Recently, there has been significant regulatory scrutiny regarding rollovers as noted in Pershing’s recent whitepaper, Pursuing Rollovers in an Evolving Regulatory Landscape. This session will provide a current overview of the retirement marketplace, explore the challenges clients may be experiencing and then provide guidelines in working with clients during an IRA rollover event. This webcast has been accepted for one Certified Financial Planner (CFP) Board continuing education credit.