Final Word 2: Winning the Decision
Don't miss the upcoming event, "Final Word 2: Wining the Decision" by Scott Maney, Retirement Plan Consultant with Invesco.
"Final Word 2," the sequal to Invesco Consulting's "Final Word" program, looks at today's final presentations from the sponsors' point of view. What guides their decisions in terms of whom they select?
Invesco Consulting joined forces with Maslansky + Partners to get the answers. Using Maslansky + Partners' unique dial-response technology, we were able to identify the emotional responses committee members had to commonly-used presentation techniques, language, openers and closes.
The extensive research focused on today's trends in finals presentations such as how to tell a story, whether or not to use electronic tablets, how to talk about behavioral finance, what to say about fiduciary services and how to deliver the presentation.
Event Details
When:
Thursday, September 14, 2017
11:30am to 1:00pm
Where:
Phoenix Country Club
2901 N. 7th Street
Phoenix, AZ 85014
(Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration. Just email us with your guest name, company and email address at info@wpbcphoenix.org.)
About Scott Maney
Scott Maney is a Retirement Plan Consultant for the Retirement Division of Invesco. Mr. Maney provides assistance with the big-picutre aspects of qualified plans, including sales support, competitor analysis, investment selection, fund mapping strategies, fiduciary responsibility, sponsor presentations, seminars and enrollmment meetings.
Mr. Maney has been in the indusctry since 1996. Prior to joining invesco in 2008, he was director of sales at ADP and a retirement plans consultant with Wells Fargo and MetLIfe.
Mr. Maney earned both a BBA and an MBA from the University of New Mexico. He holds the Series 7, 26, 63, 79 and 66 registrations.
The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events
