Workplace Solutions
RSP season presents a unique opportunity for financial advisors to expand their business, deepen client relationships, and offer high-impact solutions that improve employee financial wellness.
This session will explore:
✅ Why Group Savings Plans (GSPs) are more relevant than ever
✅ How to leverage RSP season for client engagement
✅ Compensation models that drive recurring revenue
✅ Implementation strategies and turnkey support
✅ Cross-selling and long-term client retention opportunities
✅ The IDC WIN Workplace Solutions “Effect”
👉 Register now to reserve your spot and get ready to make this RSP season your most productive yet.
CE credits under review