Semi-Annual Meeting of the Client Plan Sponsor and Advisor Experience Roundtable

IN-PERSON MEETING

September 19, 2022

"An ounce of retention is worth a pound of recruiting.”

“An ounce of retention is worth a pound of recruiting. I tell my clients that they've got to create opportunities for people to reinvent themselves over and over again, It's really about recognizing that workers are people, too.”

Bruce Tulgan, president of Rainmaker Inc., author of 21 books including “The 27 challenges managers face”

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Date, Time, and Location

September 19, 2022

Meeting at Warwick-Melrose-Dallas Hotel
3015 Oak Lawn Avenue
Dallas, TX 75219

Hotel Reservations:  Call the hotel directly at 214-521-5151 or 1-800-521-7172 and identify the group as EACH Enterprise, LLC for the reduced rate of $215 not including taxes and incidentals.  Please call by August 28, 2022.

Dress Code

Casual Dress for post-event networking dinner
Business Casual Dress Code for meetings

Agenda

Monday September 19, 2022

8:00 a.m. Continental Breakfast Buffet
8:30 a.m. Welcome and Introductions
9:00 a.m. GENERAL SESSION
  PANEL OF MID-SIZED AND LARGE PLAN ADVISORS

What are they looking for from the recordkeeper community?
  • Self-service and on-going plan administration support
  • Periodic service provider due diligence and search RFP
  • Relationship management and account management turnover

Moderator:  Eric Henon, EACH Enterprise, LLC
Panelist Advisors:   
                    Michael C. Perry CPC, AIF®, CPFA - Retirement Advisors, LLC
                     Kaci D. Skidgel CPFATM, C(k)P®, AIF® - Summit Financial Group
                     Pat Stuhr AIF® - Legacy 401(k) Partners                   

Location: Oak Lawn Terrace

10:15 a.m. Break
10:45 a.m. BREAKOUT SESSIONS
  CLIENT RELATIONSHIP MANAGEMENT
  Case Complexity Model – 2nd Poll results – proposed model
Moderator: Eric Henon, EACH Enterprise
Location: Oak Lawn / Terrace Room
  ACCOUNT MANAGEMENT and DIGITAL CLIENT AND ADVISOR EXPERIENCE
  Platform / Tech Decisions and Employee Engagement
Moderator: Bob Zieser, Ascensus
Location: Cedar Springs Room
12:15 p.m Luncheon
1:00 p.m.   GENERAL SESSION
 

Client Retention: the rebid, proposal and RFP process
Monetizing the business
Moderator: Eric Henon, EACH Enterprise, LLC
Location: Oak Lawn / Terrace Room

2:30 p.m. Break
2:45 p.m. BREAKOUT SESSIONS
  CLIENT RELATIONSHIP MANAGEMENT – CRM SENTIMENT SURVEY
Moderator: Rachel Duncan, Lincoln Financial Group
Location: Cedar Springs Room
  ACCOUNT MANAGEMENT and DIGITAL CLIENT AND ADVISOR EXPERIENCE
Case Complexity Model - 2nd Poll results - proposed model
Presenter / Moderator: Eric Henon, EACH Enterprise, LLC
Location: Oak Lawn / Terrace Room
 3:45 p.m. Wrap Up and Next Steps
 4:00 p.m. Meeting Adjourns

Event Networking Dinner

September 19, 2022 - 6:30 p.m.

Pappadeaux Seafood Kitchen
3520 Oak Lawn Avenue
Dallas, TX 75219

Registration

Register

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Contact Us

Phone: (860) 254-5046
Fax: (860) 838-2830
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EACH Enterprise, LLC
16A Pasco Drive
East Windsor CT 06088