Advisor Training

Simplify Governance for Your Business and Your Clients

This handy graphic is divided into four core quadrants of plan sponsor responsibilities: investments, service providers, employee engagement and operations and administration. Use it to make strategic decisions about what services you will offer and how you will manage the workload, then integrate it with your prospecting and sales activities.

Get started using the Advisor Training modules below to learn about each area of fiduciary obligation. You’ll find resources in each module to rebrand and share with your clients.