Looking at 5500 data is a common business development practice, however many Advisors don't know how to take the information they find and position it in a way that will truly set them apart. Jason Brown does just that, he works closely with his Advisor partners and provides them with insight for a more consultative approach. Join us to hear how Jason successfully communicates with and coaches his Advisor partners on effective retirement plan analysis that will differentiate them in front of a prospect.
About the Presenter:
Presented by: Jason Brown, APR, CBC
Business Development Director at Retirement Plan Concepts & Services, Inc.
Jason is the Business Development Director for Retirement Plan Concepts & Services, Inc. (RPCSI). He has over 15 years of experience in the retirement plan field, which has included Business Development, Consulting, Pension Administration and Retirement Plan Advisory work. Jason builds relationships with advisors and platform vendors, provides consulting services to new and existing clients, lectures on various retirement plan topics at local and regional events and strategizes with advisors to help them win retirement plans.
Jason has earned his Accredited Pension Representative (APR) designation through NIPA and is certified as a Cash Balance Consultant (CBC).