Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Technology > Marketing Technology

How to become a new generation advisor

X
Your article was successfully shared with the contacts you provided.

On previous episodes we’ve talked about the different tools and pieces of technology that advisors can use in their practices. But, according to a study conducted by this week’s guest, before we deploy the tools we need to assure that our strategies and tactics are aligned with the four basic types of employers.

Today, we welcome Eric Rentsch, Founder and CEO of CodeSixFour, an online resource center that uses the latest research tools to help you become a “new generation benefit advisor.”

They recently undertook a fascinating study of some of the new market realities that advisors are facing today.

We invited Eric to share more about that study and what he and his company have learned from it regarding customer relations and new opportunities for custom solutions. Join us to hear Eric explain the study’s methodology, findings and conclusions.

As a bonus for ShiftShapers listeners, Eric has allowed us to give you access to the full study. Just click on the “Special Offer” button in the right-hand column of the podcast website: www.shiftshapersonline.com 

(Sponsored by MiEdge)

Check back here every Tuesday, or subscribe to ShiftShapers at iTunes so you automatically receive all of the amazing upcoming episodes. You can also register for special events and be notified of upcoming interviews at www.shiftshapersonline.com.


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.