The New Foundation of
Practice Management

Helping You Cultivate and Shape Your Practice Into the Sustainable Business Model of the Future


Today’s client demands convenient, concierge-like treatment, and the new fiduciary rule requires detailed documentation and attention to clients’ best interests. To be successful and sustainable, the retirement planning practice of the future must carefully cultivate clients and expertly fine-tune its process. Attend this half-day session to learn how to articulate your value, create referral-generating advocates, and refine your existing business model to a sustainable and scalable model that complies with the fiduciary rule. See how the right foundation, techniques and tools will promote new, exciting areas of growth for years to come.

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What is the new foundation?

Switching from a salesmanship mentality to stewardship lays the foundation for lasting and meaningful relationships in which your clients become your best advocates, generating referrals organically.

You’ll learn how to build a new foundation for managing your practice by:


  • Defining and implementing a process that you take each client through, ensuring consistency and professionalism

  • Documenting the process so that it’s compliant with the new fiduciary rule

  • Addressing all areas of retirement and customizing solutions so you’re able to prove you were acting in the clients’ best interest

  • Utilizing proprietary tools and resources from Senior Market Sales® Retirement Solutions that facilitate your process, helping you work more efficiently and profitably

  • Communicating what you’re worth — not what you cost — in a way that differentiates you from competitors

Like the ancient pruning and training techniques used in bonsai…


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Frequently Asked Questions


What is The New Foundation of Practice Management?

A half-day session to learn how articulate your value, create referral-generating advocates, and refine your existing business model to a sustainable and scalable model that complies with the fiduciary rule.

Who is producing the event?

Senior Market Sales® the company that brought you the highly popular The New Foundation of Retirement, is sponsoring the event.

Who should attend?

The event is open to independent insurance agents, financial advisors, independent investment advisors, registered reps and other retirement planning professionals. It’s ideal for:

  • Advisors and reps who want to set specific goals and use accountability measures to reach them

  • Successful advisors and reps who still strive to reach the next level but don’t know how to get there

  • Advisors and reps needing support services, technology and techniques to facilitate industry change and business growth

  • Advisors and reps who want to ensure they are acting in their clients’ best interests, both to better serve their clients and to comply with the fiduciary rule

  • Advisors and reps who want to create a sustainable business that can function in their absence and into the future

  • Advisors and reps who want to competitor-proof their practice

How do I register?

  1. Pick which city where you want to attend the event

  2. Click “register” and fill out the form

How much does the event cost?

The session costs $25. Space is limited, so reserve your spot soon.

Is there food provided?

Yes! We’re serving a light breakfast in the morning and lunch during the last session of the event.

When does registration close?

Registration is limited, so sign up as soon as possible before the event fills up. Otherwise, registration will close one week prior to the event date — but we encourage you to call us at 1-877-888-0097 so we can try to get you in if others cancel.

What is a strategy session?

For attending, you’ll get a complimentary, follow-up consultation that gives you direct access to SMS’ more than three decades of experience in the senior market. After the event, an SMS consultant will call you, learn about your business and work with you to identify opportunities and solve problems. Together, you’ll find ways to incorporate your new knowledge and start reshaping your current practice for greater success and sustainability.

If you can’t attend but are interested in a strategy session, contact Chris McDonald at 1-877-888-0097 or ChrisM@seniormarketsales.com.

Presenters

Speaker

Chris McDonald

Associate Director of Institutional Sales
Senior Market Sales®

Speaker

Brian Hickey

Vice President of Marketing
Medicare BackOffice®