Pensionmark Financial Group is hosting their Spring 2017 National Advisor Conference in San Diego, California; over 80 advisors and colleagues arrived today for the 3-day collaboration.
April 26, 2017 – A prevailing theme for the conference is Pensionmark’s LIFT Concept: Leveraged Infrastructure and Focused Time, helping lift advisors through outsourcing to help better manage and grow their practices. The next three days will include a variety of content: Pensionmark’s State of Union, prospecting and client deliverables, advisor experiences, an overview of aggregate plan solutions, investment reporting enhancements, regulatory updates, and strategic networking. In addition, an expert advisory panel will discuss industry trends and share insight on successful marketing and sales strategies.
Pensionmark is emerging from its fastest growth year since the inception of the Advisor Support Program, with yet another record growth quarter. “Our industry is amidst unprecedented change. It is more critical than ever that we maintain our focus and keep our advisors engaged and informed with our deliverables, processes and procedures, as well as the industry and regulatory landscape,” comments Troy Hammond, Pensionmark’s President and CEO. “I am always overwhelmed at our conferences by the amount of information, collaboration, and fraternity.”
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.