Resources / On-demand learning / Practice Management
Elevate retirement conversations and grow your practice.
Access timely, practical education built around the challenges advisors face every day. Explore expert insights, on-demand sessions and tools designed to turn learning into action. Return anytime to find ideas that help you serve clients and strengthen your business.
Discover resources to help you:
· Navigate evolving client needs
· Put new ideas into practice
· Build stronger client relationships
Proven networking strategies
Turn conversations into consistent referrals. Learn how to create opportunities in every interaction—strengthening relationships, increasing referrals, and driving real growth.
Andrea Nierenberg
Andrea Nierenberg is an executive coach, networking authority, and founder of The Nierenberg Consulting Group. For more than three decades, she has helped financial professionals build relationships that drive business growth. Her insights have appeared in The Wall Street Journal, The New York Times, and USA Today.
Your Retirement Sketchbook: Visualizing Retirement
Most clients don’t act because they can’t see the outcome. Learn how to use simple visual tools—like sketches, metaphors, and goal mapping—to make complex plans clear, memorable, and actionable so clients follow through.
Jamie P. Hopkins
Jamie P. Hopkins is CEO of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS and Bryn Mawr Trust. A Wall Street Journal best-selling author, educator, and executive speaker, he is the author of Your Retirement Sketchbook and founder and president of the nonprofit FinServ Foundation.
When clients struggle to understand the plan—or feel disconnected from it—even good advice can fall flat.
This session shows advisors how to use simple visuals, sketches, and storytelling to make complex retirement decisions easier to grasp, strengthen client engagement, and turn financial planning into something clients can actually see themselves following.
The 12-Minute Advisor
The 12-Minute Advisor delivers timely, practical insights on the retirement planning topics that matter most—from Medicare and Social Security to RMDs, annuities, and inherited assets.
Each video is designed to give advisors compelling, actionable information in just 12 minutes—long enough to be meaningful, short enough to fit into a lunch break or a busy day.
Continue exploring
In partnership with The American College of Financial Services, Annuity Insights helps advisors stay ahead on the topics shaping retirement planning conversations.