Thank you for sharing!

Your article was successfully shared with the contacts you provided.
advisor working from home in front of two computer screens (Photo: Shutterstock)

Retirement-focused advisors have faced a steady evolution in their day-to-day work over the last several years that has challenged their approach to doing business and working with clients. But no change has been as drastic as what we are seeing in the current environment. We’ve seen a swift transition nearly overnight to a virtual practice, working from home and generally navigating the many uncertainties surrounding a global pandemic.

I have spent the last 10 years observing and working closely with a number of excellent retirement plan advisors, and the best practices I’ve gathered during this time are more relevant now than ever before.

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO
Live Chat

Copyright © 2022 ALM Media Properties, LLC. All Rights Reserved.