2. Retirement Learning Center
Partnership with Advisor Group

3. Wealth Management at Advisor Group
Matt Schlueter
<Matt: Highlight the rebranding effort – “not just collateral”, as Allison say, but the importance of this illustration. We focus our efforts on helping you do business simply and with an exceptional experience for your clients, and our Wealth Management wheel showcases how important we believe it is for us to think about our solutions from the view point of how you interact with your clients. It also details the 5 key areas we believe make up a holistic approach to wealth management – and all 5 areas are equally important to other. As an independent advisor, you continue to be able to choose what and how you deliver your services, and so our solutions in Wealth Management are designed to give you flexibility and choice. For today’s webinar, we’re focusing on the Investment Advisory Services section of the wheel and, even more specifically, on our Wealth Management Platform.>

4. Retirement Learning Center
Main Components
Group Retirement Plans
IRA Rollovers
Learn More!
Retirement Learning Center will attend our QPSI events and present a brief introduction
2 webinars – June and August
Matt Schlueter
<Matt: Highlight the rebranding effort – “not just collateral”, as Allison say, but the importance of this illustration. We focus our efforts on helping you do business simply and with an exceptional experience for your clients, and our Wealth Management wheel showcases how important we believe it is for us to think about our solutions from the view point of how you interact with your clients. It also details the 5 key areas we believe make up a holistic approach to wealth management – and all 5 areas are equally important to other. As an independent advisor, you continue to be able to choose what and how you deliver your services, and so our solutions in Wealth Management are designed to give you flexibility and choice. For today’s webinar, we’re focusing on the Investment Advisory Services section of the wheel and, even more specifically, on our Wealth Management Platform.>

5. Retirement Learning Center (RLC) In Partnership with Advisor Group
RLC is excited to partner with Advisor Group to help advisors gather net new assets and grow their business through a new value-add program, RLC Direct.
Discounted subscription pricing for RLC Direct is available for advisors with all Advisor Group broker dealers.

6. RLC Direct = YOUR DIFFERENTIATOR
RLC is a thought leader, and premier ERISA and IRA education and consulting firm in the retirement industry
Delivering over 180 years of combined retirement industry experience among our consultants
Helping advisors identify retirement sales opportunities
Providing intel and insights to acquire new client relationships and drive business
Helping advisors retain existing business
Generating leads that result in net new assets
Increasing productivity and growing revenue

7. Suite of Services to Help Grow Business
Technical “Resource Desk” of credentialed and seasoned experts
Library of employer-specific retirement plan information
Premium business building tools to help retain existing clients and uncover new prospects
Timely intel to capitalize on money-in-motion opportunities
Strategic consulting services

8. Clear Path to Gather Net New Assets
Wealth Managers
Plan Specialists
Compliant rollover strategies using “Plan Snapshots”
Proven tactics to help clients maximize tax efficient retirement savings
Incorporating retirement plans into overall financial wellness discussions – we make it easier
Plan design consulting
Plan analysis support to retain existing plans and win new business
Merger/acquisition consulting
Intelligence gathering to assist in winning new plans

9. RLC’s Premium Asset Gathering Tools
Plan Snapshot
IRS Form 5500 Deep Dive
Plan Document Forensic Analysis

10. Get Started with RLC!
Sign up for your Business Building Subscription today!
Call 877-ASK-RLC1 ( )
Special annual pricing of $2,000 per advisor (regularly $5,000 annually)
Use Code: AdvisorGroup to receive the discount
RLC Direct Business Building Subscription includes:
Unlimited access to the Resource Desk consultants
Unlimited access to Plan Snapshots
Access to RLC content (i.e., newsletter, In-The-Know communications, white papers, Cases of the Week)
Access to employer plan support tools (i.e., Form 5500 Deep Dives and Plan Document Forensic Analyses)
Copy of RLC’s award-winning book: Retirement Resource Guide

11. Launch Strategy
Retirement Learning Center will attend our QPSI events and have a speaking slot at each event
A general announcement will be sent to all Retirement Plan advisors
3 webinars – April, June and August
Retirement Learning Center will attend ConnectED; breakout session and booth
Q&A