Become a Retirement Account Expert
Help your clients build a retirement plan that works as hard as they do. Let BlackRock assist as you put your clients in the right plan. Use our tools to help your existing clients plan for the next phase of life and become a retirement expert to attract new clientele.
Deepen Client Relationships & Attract New Clients
Did you know that retirement assets typically represent the largest concentration of client wealth? Safeguard you're your assets under management, which you have worked hard to attain, by making retirement a core part of your practice. By becoming a retirement expert you are safeguarding your assets from going to another advisor during the transfer and rollover period.
How to Target the Retirement Market
- Job Changers & Young Professionals
Expand Your Retirement Business
- Beneficiary Review
- Roth IRA Conversions
- Small Business Owners
- Build Your Referral Network
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