Financial Firms' Path to More Revenue: Retirement Planning

On-Demand | 1 hour
Discussion Topics:
  • Size of the retirement planning growth opportunity for retail banks and wealth management firms
  • How financial providers can help clients with their retirement planning challenges
  • The best timing for financial providers to discuss retirement planning with clients

Helping clients with retirement planning represents one of the biggest growth opportunities for retail banks and wealth management firms today. Mass affluent clients receiving help with retirement planning from their financial provider are 25% more likely to grow the partnership with their provider by buying new products and services. Mass market customers reward their providers similarly when given retirement help. But the goal of a strong retirement is complicated by many factors. Financial services clients lost jobs and income during the COVID-19 crisis, severely disrupting retirement planning. Even before the pandemic, clients struggled to assess a dizzying array of investment options and plan for complex retirement goals. This complimentary webinar will help your organization maximize growth by looking at the scope of the retirement planning opportunity, sharing how financial firms can help clients with their challenges, and identifying when it is best to discuss retirement planning with your customers.

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Hosted by
Host
Benjamin Seesel,
VP, Advisory

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