Keys to the C-Suite: Capturing Wealth Management with
Corporate & Executive Benefits

Date: Wednesday, October 23, 2013
Time: 4pm ET | 1pm PT
Cost: Free

Sponsored by:

Leading advisors win wealth management business from almost 90 percent of corporate clients by specializing in corporate and executive benefit programs*. “Keys to the C-Suite: Capturing Wealth Management with Corporate & Executive Benefits,” a new white paper published by NFP Advisor Services Group, shows that advisors providing comprehensive wealth management, corporate services and retirement plan services have the opportunity to add value in many different areas and generate higher revenue per client. Join industry leaders for a discussion on how to differentiate your practice and gain exclusive access to C-Suite executives and their personal wealth, featuring:

  • Will Byron, Principal, NFP CBA
  • Joseph Carpenter, President, NFP Executive Benefits
  • James Poer, President, NFP Advisor Services Group

* Source: Aite Group. “Keys to the C-Suite: Capturing Wealth Management with Corporate & Executive Benefits.” October 2013.

Register now for this invaluable webcast!


 Featured Speakers:

William D. Byron, AIF William D. Byron, AIF
Principal
NFP CBA

Will received his Bachelor of Science in Business Administration from Appalachian State University. He began his career in the financial services industry in 1990 with a major insurance company.

As a managing partner, Will is responsible for the overall mission and direction of NFP CBA. In addition to new client acquisition and employee benefit consulting, Will’s area of expertise is working with corporations and organizations to evaluate, design and implement qualified retirement plans. Will is Series 6 (Limited Securities Representative) and 63 (Uniform Securities Agent State Law) licensed, a Series 65 (Registered Investment Advisor) representative, and life accident and health licensed in many states.

Joseph Carpenter Joseph Carpenter
President
NFP Executive Benefits

Joseph Carpenter is the President of NFP Executive Benefits (NFPEB), a wholly owned subsidiary of National Financial Partners (NFP). Over his 37 years in the insurance and financial services industry, Joseph has gained national recognition for his understanding of executive compensation and benefit issues and his ability and creativity in the design, financial analysis, implementation and administration of nonqualified benefit plans.

Joseph's experience, since 1980, includes the design and implementation of bank owned life insurance and corporate owned life insurance strategies; the development of a keen understanding of “golden parachute” plans and change of control financial issues for publicly traded corporations; extensive work with carriers in the design of specialized products for the executive benefits marketplace; and consulting work with companies on specialized financing strategies using life insurance by assisting them in quantifying the corporate resources needed to pay for or provide plan benefits.

As President of NFPEB, Joseph not only specializes in executive compensation and benefits but has also been instrumental in building bank owned life insurance marketing alliances with a diverse number of other financial service companies and intermediaries that are top underwriters of fixed-income securities and providers of advisory and insurance services to community banks nationwide.

James Poer, CIMA James Poer, CIMA
President
NFP Advisor Services Group

As president of NFP Advisor Services Group, James is dedicated to helping independent financial advisors fulfill client needs and meet financial goals through a unique integration of leading technology and service. NFP Advisor Services Group serves independent financial advisors with a varying scope of business affiliations, including independent RIAs and hybrid advisors, through an open architecture investment platform.

James drives the overall strategy and day-to-day management of NFP Advisor Services Group, developing and maintaining relationships with NFP owned firms and member firm producers, and leading marketing and operations.

He began his career at NFP in 2003 as vice president of Advisory Services and was promoted to senior vice president of Advisory & Investment Services in 2005. The RIA experienced unparalleled growth under his leadership, with assets under management increasing from $1 billion to $8.5 billion. Prior to joining NFP, he held marketing and product creation roles for two asset management companies and as director of Advisory Services for two AIG Advisor Group RIAs.

He served on the advisory boards of the Financial Planning Association and the Investment Management Consultants Association, and is a licensed registered representative holding FINRA Series 7, 63, 65 and 24 licenses.

He received his Bachelor of Science from Texas Christian University and is a graduate of the Securities Industry Institute at the University of Pennsylvania’s Wharton Business School.

 

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