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Fiduciary Governance Tools to Scale Your Practice

Join JULY and our guest speaker, David Campbell, VP of Retirement Distribution at Dimensional Fund Advisors as we explore fiduciary governance tools to scale your retirement plan practice. Learn how fiduciary governance is crucial to the successful operation of any retirement plan, and how fiduciary considerations can be incorporated into the development of your practice and prospecting strategies. We will share insights from Dimensional’s Retirement Advisor Benchmarking Survey alongside the Dimensional Fiduciary Resource Guide – which offers prevailing fiduciary considerations for retirement plan fiduciaries. The session features practical ways you can effectively implement these fiduciary resources in your practice today.

Jul 20, 2022 03:10 PM in Central Time (US and Canada)