Plan Advisor Tools Five http://www.ridgeworth.com/news-insights/podcasts#plan_advisor_tools_five en-us ℗ & © RidgeWorth Investments Topics of interest to retirement plan advisors RidgeWorth Investments Topics of interest to retirement plan advisors clean RidgeWorth Investments info@ridgeworth.com teamddm.com Plan Advisor Tools Five http://ridgeworth.com/includes/files/base/images/podcasts/podcast-plan-advisor-tool.png http://www.ridgeworth.com/news-insights/podcasts#plan_advisor_tools_five Personal Branding and your Statement of Services RidgeWorth Investments Brandon Shea discusses the importance of developing a distinct personal brand and creating a Statement of Services that sets you apart as a retirement plan advisor. Brandon Shea discusses the importance of developing a distinct personal brand and creating a Statement of Services that sets you apart as a retirement plan advisor. http://www.ridgeworth.com/assets/mp3s/2z/ridgeworth-planadvisortools5.may12.mp3 Wed, 16 May 2012 00:00:00 -0400 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar Don't just have a positioning statement...tailor it to your audience. RidgeWorth Investments Brandon Shea discusses the importance of positioning statements, and tailoring them specifically to the people with whom you are meeting. Brandon Shea discusses the importance of positioning statements, and tailoring them specifically to the people with whom you are meeting. http://www.ridgeworth.com/assets/mp3s/2n/ridgeworth-planadvisortools5.apr12.mp3 Tue, 10 Apr 2012 00:00:00 -0400 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar Personal Branding - Who are you? RidgeWorth Investments Personal branding expert Mark Magnacca shares insights on how advisors should position themselves to stand out in the crowded marketplace of advisors. Personal branding expert Mark Magnacca shares insights on how advisors should position themselves to stand out in the crowded marketplace of advisors. http://www.ridgeworth.com/assets/mp3s/2j/rcm-personalbranding.whoareyou.mp3 Mon, 12 Mar 2012 00:00:00 -0400 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar The Department of Labor Releases the Long-Awaited Final Regulation 408(b)(2) RidgeWorth Investments Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the final Regulation 408(b)(2) recently released by the DOL and highlights some differences from the interim final regulation. Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the final Regulation 408(b)(2) recently released by the DOL and highlights some differences from the interim final regulation. http://www.ridgeworth.com/assets/mp3s/2d/ridgeworth-plan-advisor-tools-5.feb12.mp3 Wed, 08 Feb 2012 00:00:00 -0500 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar Holiday Edition: Differentiate yourself this holiday season RidgeWorth Investments Three thought provoking ideas on how advisors can differentiate themselves during the holiday season. Three thought provoking ideas on how advisors can differentiate themselves during the holiday season. http://www.ridgeworth.com/assets/mp3s/21/plan-advisor-tools-5-dec-11.mp3 Thu, 08 Dec 2011 00:00:00 -0500 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar Defending your fees: Focus on value, rather than cost RidgeWorth Investments Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses ways that advisors can refocus clients on value created rather than cost if the subject shifts to retirement plan fees. Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses ways that advisors can refocus clients on value created rather than cost if the subject shifts to retirement plan fees. http://www.ridgeworth.com/assets/mp3s/1u/rcm-plan-advisor-tools-5-nov-2011.mp3 Tue, 08 Nov 2011 00:00:00 -0500 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar Are you prepared for participant questions on retirement plan fees? RidgeWorth Investments Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses how Rule 404(a)(5) may impact plan sponsors and gives some ideas on how to best manage questions that come from participants. Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses how Rule 404(a)(5) may impact plan sponsors and gives some ideas on how to best manage questions that come from participants. http://www.ridgeworth.com/assets/mp3s/1k/rcm-plan-advisor-tools-5-oct-11.mp3 Thu, 06 Oct 2011 00:00:00 -0400 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar Five Insights on Building Rapport with Business Owners RidgeWorth Investments Brandon Shea, managing director and DCIO Team Lead for RidgeWorth Investments, shares five insights on how retirement plan advisors can build rapport with business owner clients and prospects. Brandon Shea, managing director and DCIO Team Lead for RidgeWorth Investments, shares five insights on how retirement plan advisors can build rapport with business owner clients and prospects. http://www.ridgeworth.com/assets/mp3s/1h/rcm-plan-advisor-tools-5-sep-11.mp3 Fri, 09 Sep 2011 00:00:00 -0400 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar What services should a retirement plan advisor offer? RidgeWorth Investments Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the growing complexity of retirement plan services and what services advisors may want to consider offering. Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the growing complexity of retirement plan services and what services advisors may want to consider offering. http://www.ridgeworth.com/assets/mp3s/19/rcm-plan-advisor-tools-5-aug-2011.mp3 Fri, 05 Aug 2011 00:00:00 -0400 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar The importance of building and maintaining your personal brand. RidgeWorth Investments Brandon Shea, managing director and DCIO Team Lead for RidgeWorth Investments, talks about the importance of being proactive in building a personal brand, rather than have others develop it for you. He references three tools that will help retiremen... Brandon Shea, managing director and DCIO Team Lead for RidgeWorth Investments, talks about the importance of being proactive in building a personal brand, rather than have others develop it for you. He references three tools that will help retiremen... http://www.ridgeworth.com/assets/mp3s/12/rcm-plan-advisor-tools-5-july-2011.mp3 Wed, 13 Jul 2011 00:00:00 -0400 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar How will 404(a)(5) impact advisors and plan sponsors? RidgeWorth Investments David Williams, attorney with Schiff Hardin, discusses the new 404(a)(5) regulations and how it may impact advisors and plan sponsors. David Williams, attorney with Schiff Hardin, discusses the new 404(a)(5) regulations and how it may impact advisors and plan sponsors. http://www.ridgeworth.com/assets/mp3s/w/rcm-plan-advisor-tools-5-june-2011.mp3 Tue, 14 Jun 2011 00:00:00 -0400 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar Retirement Plan Committees - a best practice for companies of all sizes RidgeWorth Investments Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the best practices of retirement plan committees. Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the best practices of retirement plan committees. http://www.ridgeworth.com/assets/mp3s/n/rcm-plan-advisor-tools-5-may-11-2011.mp3 Wed, 11 May 2011 00:00:00 -0400 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar Plan Benchmarking positions advisors as true consultants RidgeWorth Investments Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the benefits of plan and fee benchmarking for advisors who sell retirement plans. Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the benefits of plan and fee benchmarking for advisors who sell retirement plans. http://www.ridgeworth.com/assets/mp3s/j/rcm-plan-advisor-tools-5-0411.mp3 Fri, 08 Apr 2011 00:00:00 -0400 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar What is 408(b)2 and what does it mean to advisors? RidgeWorth Investments David Williams, attorney with Schiff Hardin, discusses the new 408(b)2 regulations and gives advisors insights into how they might prepare themselves for the implementation of this rule. David Williams, attorney with Schiff Hardin, discusses the new 408(b)2 regulations and gives advisors insights into how they might prepare themselves for the implementation of this rule. http://www.ridgeworth.com/assets/mp3s/g/plan-advisor-tools-5-mar-11.mp3 Tue, 08 Mar 2011 00:00:00 -0500 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar Characteristics of successful retirement plan advisors RidgeWorth Investments Brandon Shea, managing director and DCIO Team Lead for RidgeWorth Investments, talks about the characteristics of the successful retirement plan advisors he's worked with and shares the value that he believes his team adds for advisors. Brandon Shea, managing director and DCIO Team Lead for RidgeWorth Investments, talks about the characteristics of the successful retirement plan advisors he's worked with and shares the value that he believes his team adds for advisors. http://www.ridgeworth.com/assets/mp3s/a/rcm_planadvisortools-five020811.mp3 Tue, 08 Feb 2011 00:00:00 -0500 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar Regulation favors seasoned retirement plan advisors RidgeWorth Investments Daniella Moiseyev, Channel Marketing Manager for RidgeWorth Investments, discusses the regulatory environment for the retirement plan marketplace in 2011 and how these new regulations may benefit seasoned retirement plan advisors. Daniella Moiseyev, Channel Marketing Manager for RidgeWorth Investments, discusses the regulatory environment for the retirement plan marketplace in 2011 and how these new regulations may benefit seasoned retirement plan advisors. http://www.ridgeworth.com/assets/mp3s/3/rcm-plan-advisor-tools-five-010611.mp3 Thu, 06 Jan 2011 00:00:00 -0500 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar Retirement Plan Committees - a best practice for companies of all sizes RidgeWorth Investments Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the best practices of retirement plan committees. Daniella Moiseyev, Retirement Segment Marketing Manager for RidgeWorth Investments, discusses the best practices of retirement plan committees. http://www.ridgeworth.com/assets/mp3s/m/rcm-plan-advisor-tools-5-may-11-2011.mp3 Wed, 30 Nov -001 00:00:00 -0500 investment, advisor, adviser, mutual, fund, asset, management, equity, bond, seix, performance, morningstar