CAPTRUST CEO Fielding Miller and Pensionmark’s Troy Hammond kicked off this year’s PLANADVISER National Conference held in Orlando September 28 through 30. The pair discussed the strategic partnership formed between the two companies earlier this year, the state of the retirement plan advisory industry, and their views on how practices will evolve in the future.
The following day, CAPTRUST Senior Director Phyllis Klein moderated on a session entitled “Surveying Your Clients.” Topics of discussion included: The top questions advisors should ask their clients every year, the costs and benefits of client surveys, the sales aspects of client satisfaction surveys, and more.
Read more on the CAPTRUST and Pensionmark strategic partnership in the press release.
About CAPTRUST Financial Advisors
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, NC, the firm represents over $170 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.