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2025 NAPA 401(k) Summit- Profit “Abilities: Improving Your Practice Profitability

Topic

General Principles of Financial Planning

Program ID

335277

Hours

1

Format

Live / Conference Session

Complexity

Intermediate

Description

Continuing our conversation from 2024 in Nashville, Michaela, Nathan and Rodney (plus one more) will dive deeper into practice management's best practices with a focus on our own ROI. We'll explore everything from the scalable model and operational efficiencies, to strategic partnerships and client retention, including:

Learning Objectives

What is ROI for a retirement plan consultant? • How do I think about ROI as a business owner/operator/sales person? • Is being profitable my goal? Should it be? • How can I think differently about my industry partners and COIs to drive success? • What can my team do to think differently about achieving certain ROIs?