Using Your TDF Knowledge to Win and Retain Clients
As interest and use in target date funds (TDFs) continues to grow, plan sponsors are placing a higher priority on this investment strategy.
This presents retirement advisors with two key opportunities:
- To leverage their knowledge to help clients sort through the landscape and help them understand TDF philosophies and strategies.
- To distinguish themselves as TDF specialists and to build and develop a TDF consulting practice.
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