Pensionmark hosts 2017 Fall Advisor Conference in Austin, TX

By November 8, 2017

Pensionmark kicks off its second advisor conference of the year with nearly 100 advisors and partners in attendance.

Highlights of the next three days include a demo of the soon-to-launch updated Pensionmark website, new technologies aimed at creating efficiencies, the announcement of a partnership with Pension Resources Institute, and a discussion on SMARTKey, Pensionmark’s aggregate 3(38) plan product. In addition, an expert advisory panel will share insights on how to successfully and efficiently scale a team while growing their book of business.

“Through the creation of our broker-dealer among other things, this year is shaping up to be another record year of growth for Pensionmark advisors,” Troy Hammond, Pensionmark President and CEO, comments. “These Pensionmark conferences provide us with the perfect opportunity to gather as a network and spend a few days learning from each other, providing updates, and strategizing continual improvement and growth”.

Pensionmark conducts two producer conferences each year, one in Spring and one in Fall.

About the Pensionmark Advisor Support Program

Pensionmark’s Advisor Support Program provides its affiliates a full-service suite of deliverables and the groundwork needed to position their practices for long-term growth without losing the spirit of independence. In addition to benefiting from the size, strength, and relationships of a national consulting firm, customizable solutions allow the affiliate to select the support level that best suits their business model and client base. Pensionmark’s centralized service design provides time-tested reliability in investment analytics and due diligence monitoring, plan sponsor and participant employee education systems, compliance support, and preparedness of the DOL Fiduciary Rule.