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”
REGISTER
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?
Moderator: Eric Henon, EACH Enterprise, LLC Location: Oak Lawn Terrace |
|
| 10:15 a.m. | Break |
| 10:45 a.m. | BREAKOUT SESSIONS |
| CLIENT RELATIONSHIP MANAGEMENT |
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| Case Complexity Model – 2nd Poll results – proposed model Moderator: Eric Henon, EACH Enterprise Location: Oak Lawn / Terrace Room |
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| 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 |
|
| 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
