The agenda under development currently includes using the:
- “Voice of the Client” to guide your Enhanced Data Gathering
- View Across the Silos℠ to develop your Reasons for Recommendations
- Procedural Prudence map℠ to benchmark Reasonable Compensation
As well as:
- Contingent Decision making in retirement planning models
- What is good retirement planning judgement and how can advisors develop it?
- Trending retirement planning research topics