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PRACTICE MANAGEMENT

Advisor Growth Series

Programs designed to help you deepen your retirement income planning knowledge and sharpen your practice management skills.

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

Smarter Social Security claiming decisions

One number, chosen at the wrong moment, can cost a client six figures over a lifetime — and almost nobody gets it right on their own. See how claiming age reshapes retirement income and turn a decision most advisors gloss over into the conversation that sets you apart.

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Brian Doherty

Brian Doherty is the author of Getting Paid to Wait — Bigger Social Security Benefits the Simple and Easy Way, winner of the International Book Award and the Eric Hoffer Award for best business books. President of Filtech and a nationally recognized authority on Social Security claiming strategy, he brings more than three decades of financial services leadership, including senior roles at New York Life and Key Investments. His insights have appeared in Forbes, U.S. News & World Report, and the Retirement Income Journal.

The Medicare details clients miss

One missed enrollment window can follow a client for years, and most don't find out until the bills arrive. See how Parts A through D, Medigap, and Medicare Advantage fit together, and turn a decision clients usually face alone into a reason they keep coming back to you.

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Al Cohn

Al Cohn is a Medicare insurance advisor who has spent decades helping clients choose coverage that fits their lives. He has led hundreds of workshops for pre-retirees and retirees, with a knack for making a complicated topic feel straightforward. His background includes Principal Financial Group, Merrill Lynch, Humana, and 12 years at New York Life, where he helped build a successful distribution channel for annuities.

Proven networking strategies

Turn conversations into consistent referrals. Learn how to create opportunities in every interaction — strengthening relationships, increasing referrals, and driving real growth.

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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.

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.

WATCH: MAKE THE PLAN VISIBLE

When clients struggle to understand the plan — or feel disconnected from it — even good advice can fall flat.

This webinar 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.

Insights in motion

Hear 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.

Healthcare, Medicare & income: The retirement equation every advisor must solve

SECURE 2.0 Act's partial annuitization rule: Turning annuity income into RMD solutions

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Annuity Insights podcast →

In partnership with The American College of Financial Services, Annuity Insights helps advisors stay ahead on the topics shaping retirement planning conversations.