Whether you’re benchmarking your current advisor, requesting general information, or conducting a formal retirement plan advisor RFP, this webinar will help you understand and implement the fundamentals of a sound RFP process.
Click here to register for the webinar.
September 17, 2019 | 4:00 PM (EST) | 60 minutes
During this webinar, you’ll hear from CAPTRUST leadership as they cover best practices and discuss real case studies from their experience completing more than 2,000 RFPs. We will share valuable tips and tricks around the preparation, implementation, and decision-making steps that go into completing an advisor RFP.
This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
© 2019 CAPTRUST Financial Advisors