“Voya advisors walked away from the conference with new techniques, resources and tools to help them run a successful financial planning practice and work with clients on one of the most daunting challenges facing America today – retirement readiness,” said Tom Halloran, president of Voya Financial Advisors. “Through high-caliber speakers and interactive workshops, attendees learned more about financial planning, business skills and client services. Advisors play a key role in helping Americans save and prepare for retirement, which supports Voya in its vision to be America’s Retirement CompanyTM.”
The conference focused on bringing valuable knowledge to financial professionals to enhance their financial planning techniques and client relationships. Programs helped deliver new skills, techniques and approaches to meet clients’ investment, retirement income and holistic financial planning needs, as well as to run and grow their practices through technology, marketing, social media and advisory services. Helping clients – one by one – reach an emotional and economic state to feel confident about retirement was the ultimate goal and backdrop for Advisor Insight.
Sheldon offers securities and investment advisory services through Voya Financial Advisors, Inc. member SIPC, and can be reached at 570-322-4627 or [email protected].