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Don't miss this important webinar:
Transform Your Practice With the Fiduciary Advisor Network and the Coveted Certified Financial Fiduciary® Designation
Join our exclusive webinar featuring Rick McClanahan, the visionary behind the Fiduciary Advisor Network, the Foundation for Fiduciary Education, and the Certified Financial Fiduciary® (CF2) designation. Discover how this network of true fiduciaries is transforming the retirement planning landscape and revolutionizing practices nationwide. Learn how the Certified Financial Fiduciary credential is more than just letters after your name—it’s a part of a turnkey model that aligns with fiduciary standards and drives consistent, predictable business growth.
In this high impact session, you'll learn to:
- Leverage Fiduciary Status: Become the solution for AARP’s vast membership by becoming a Certified Financial Fiduciary, trusted by those seeking authentic fiduciary advice.
- Boost Credibility and Trust: Enhance your reputation and attract high-net-worth clients who value expertise and integrity.
- Master the 8-Step Holistic Fiduciary Planning Process: Are you lacking a repeatable business model? Implement a fiduciary business model that streamlines client interactions and boosts closing rates, making your practice as efficient as a doctor’s office.
- Harness the Fiduciary Trifecta: Utilize our unique 3-part fiduciary system to reach affluent clients eager to learn from and work with true fiduciaries. Achieve a 90% appointment ratio, a 40-60% close ratio, and engage high-net-worth households on a consistent and predictable basis.
- Proven Growth - Learn how some advisors are using this unique system to generate over $20 million in annuity production and are gathering millions in new AUM.
AARP Believes In Fiduciary Advice:
AARP is a staunch supporter of the new Department of Labor (DOL) fiduciary rule, which mandates that all financial professionals providing retirement savings advice must act solely in their clients' best interests. Despite the 5th Circuit Court's stay of its release, AARP has vowed to continue their pursuit in helping to ensure it becomes law.
AARP Chief Advocacy and Engagement Officer Nancy LeaMond emphasized the importance of updating the rule, noting that retirement savers often assume their advisors act in their best interest, though that is not always the case. By requiring a fiduciary duty, the rule ensures advisors provide honest, unbiased advice, safeguarding the retirement savings of millions of Americans.
Investors do Too!
According to a study conducted by AARP - Nine in ten (90%) adults ages 50-plus agree that, when giving investment advice to people with retirement savings accounts, financial professionals should be required to give advice in the best interest of the account holders.
In fact, two-thirds (66%) of adults ages 50-plus say that they would be less likely to vote for their member of Congress if they were to overturn a rule requiring financial professionals to provide advice in the best interest of their clients.
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