Sales Lightning Round

In this dynamic Lightning Round session from Limitless 2023, seasoned speakers enter the ring, each taking center stage with a distinct topic to capture the audience's attention and secure the coveted title of Lightning Round champion. The session promises insightful discussions on trillion-dollar economies of scale, interesting questions about target date fund suitability, and efficient advisor tools. With an exciting competition for audience votes, the stakes are high, the pitches move quickly, and the excitement is infectious.

Brian "Braveheart" Roberts: Unleashing the Power of Custom Target Date Portfolios

Roberts enters the ring and inspires advisors to defend the moral high ground in the 403(b) market. Equipped with personalized Target Date Portfolios, he guarantees improved results, reduced risks, and fewer expenses. Brian encourages advisors to make an impact in the 403(b) space by taking advantage of the opportunities in the target-rich environment.

Jefferson "Elgato Grande" Cheshier: Beware, the Laggards Are Coming

As Jeff steps onto the stage, he issues a warning to the laggards. By drawing a comparison to the well-known Paul Revere run, he highlights the significance of accepting non-qualified plans as a tool for resolving employer issues. Jeff suggests advisors board the train before the laggards do, emphasizing the consequences of resisting this needed shift.

Alex "Genghis" Khan: The Cable vs. Streaming Battle in Retirement Planning

Alex engages the audience by drawing parallels between the cable vs. streaming battle and the traditional vs. flexPATH co-manufactured Target Date Funds. He urges advisors to propose flexPATH co-manufactured options because of their personalization, unique investment strategies, and potential cost savings, recommending a move away from the Vanguard comfort zone.

Jonathan "The Conductor" Coombs: flexPATH Co-Manufactured Options – The Symphony of Retirement Planning

Coombs continues the round by highlighting the trend of flexPATH co-manufactured options eliminating Vanguard Target Date Funds. He emphasizes the importance of advisors participating in this discussion by providing a symphony of cost savings, unique investment strategies, customization, and personalization. The message is straightforward, retirement planning needs to enter a new symphony and transcend the Vanguard era.

Ellie "The Cold Calling Queen" Armstrong: Provocative Questions on Target Date Fund Suitability

Ellie challenges the traditional approach, which emphasizes fees and performance, stressing the significance of talking about target date fund suitability. She challenges advisors to consider target date fund suitability and risk, matching both of these to the traits of their clients. Ellie argues that adopting a consultative approach establishes advisors as true consultants and secures new business while safeguarding existing clients.

Luke "The Tech Guru" Vandermillen: Efficient Tools for Advisers

Vandermillen takes the lead by addressing a critical component of advisors efficiency rather than diving into target date funds. He presents two tools that all RPAG users need to use, automated meeting minutes and batch reporting. Luke emphasizes how these features can save advisors time by allowing them to run reports for multiple clients at once and automate the documentation of fiduciary decisions. He wraps up his session by encouraging advisors to optimize RPAG's technological efficiency.

The Final Bell Rings

The fighters in this championship round have made their knockout pitches as the final bell rings. It is now up to the audience to decide who made the most compelling pitch. The fighters have presented their cases, and it's up to the audience to cast their votes. The arena is quiet as everyone waits for the RPAG Limitless sales champion to be declared. Check out the video now to find out who was the victor!

To view the presentation slides, click here!

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