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Stay Competitive: The Value ‘Personalization' creates for Managed Accounts in Retirement Plans

Date: December 13, 2022
Start Time: 12:00 PM
End Time: 1:00 PM
Wes Schevers

Today, more than ever, many in the retirement industry are faced with a common challenge – how to address one’s financial needs while remaining competitive. Finding a solution to this problem begs the question: Why is there an increased number of Managed Accounts in retirement plans?

View the recording below to hear Jerry and guest speaker, Wes Schevers as they discuss:

  • How Managed Accounts are adding value for Advisors
  • Tips for engaging with participants when transitioning to Managed Accounts
  • A possible solution to the challenge

*Please note, this webinar is exclusively for retirement plan advisors*

Meet our guest speaker!

Sentinel Group is excited to team up with LeafHouse Financial’s Wes Schevers, MBA Vice President of Sales Fiduciary Solution.

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