IMCA Speaker - "Power Your Retirement Plan Clients with Financial Welness" with Patrick Delaney of T. Rowe Price

Jun 01, 2017, 06:53 PM

Patrick Delaney, who is responsible for corporate retirement plans for T. Rowe Price, discusses how Advisors can differentiate themselves by working with plan participants to pro-actively and credibly address financial wellness opportunities with the participants.  Today's demographics are very different from those of years past and there are significant needs of plan participants that can only be addressed thru focus and individual attention.  Patrick addresses the who, how and why of this new approach to retirement plan services and arms Advisors with talking points on how and why to proceed down this path.