Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investment Since 2014 Host Charley Wright has interviewed CEO‘s, Chief Investment Officers, Portfolio Managers, Authors, Newsletter Writers, Economists, et al, all on the subject of ”Alternative Investments” - Equities, Private Credit, Real Estate, Tactical investment Strategies, Commodities and Metals, Unique Investment Strategies, Opportunity Zones, Defined Outcome Strategies, Disruptive Innovation Strategies, et al.
Episodes
Thursday Jun 01, 2017
Thursday Jun 01, 2017
Patrick Delaney, who is responsible for corporate retirement plans for T. Rowe Price, discusses how Advisors can differentiate themselves by working with plan participants to pro-actively and credibly address financial wellness opportunities with the participants. Today's demographics are very different from those of years past and there are significant needs of plan participants that can only be addressed thru focus and individual attention. Patrick addresses the who, how and why of this new approach to retirement plan services and arms Advisors with talking points on how and why to proceed down this path.
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