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April 2021  |  Issue 7
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This month’s issue of IRI Insight features timely resources on best practices for utilizing social media and technology to better engage clients. Learn from this curated selection of videos, blog posts, and articles created to give you the latest “insight” on how to best implement digital tools to grow your business.

Advocacy  |  Research  |  Education  |  Conferences  |  News  
Retirement Income: The Future is Now

The advisor’s role has dramatically shifted, changed, and accelerated due to heightened client expectations and digitalization. In a panel discussion lead by Michael Roth, Head of Retirement, InvestCloud, leaders in the retirement income space discuss how the advisor role has transformed over time as technology adoption continues to grow.

Presented by InvestCloud

LPL financial advisor James Luongo takes a two-pronged approach to growing his business – offering more financial planning and leveraging webinars to attract prospects. He also incorporates digital tools and experiences into his practice with the goal of being entirely virtual in the future.
Presented by LPL Financial

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How to Optimize Your Social Media Posts

These guidelines will teach you when and what to publish on your social media for optimal engagement with prospects.

Presented by Brighthouse Financial

Rising Rates May Not Derail Stocks’ Current Run

Should investors start to worry about interest rate spikes? Stocks haven’t been troubled by big interest rate jumps in the past.

Presented by Nationwide

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