For many advisors, prospects are the easy part. Existing clients are where the conversation gets harder.

This session is built for that moment.

The moment a client asks, “Why now?”
Or, “What exactly changes here?”
Or, “Why would I pay for this?”

Bringing up 401(k) management shouldn’t feel awkward, overly technical, or harder than it needs to be. Join Samuel Cahoon and Ian Brown for a rapid-fire 22-minute masterclass on how top advisors talk about 401(k) management through Pontera, frame the value clearly, and guide clients from initial interest to action.

You’ll learn how to:

• make 401(k) management feel like a natural part of your advice.

• explain Pontera in simple, confidence-building language.

• respond to common questions about fees and security.

• get clients connected without losing momentum.

Stay through the end to get the Client Conversation Handbook.

Why attend

This session is built for advisors who want to:

• deliver a more complete planning experience.

• bring workplace retirement accounts into the conversation more naturally.

• communicate the value with more confidence.

• reduce friction in client adoption.

Ready to make Pontera easier to explain and easier to adopt?

Bring one client conversation to mind. Leave with better language for it.

Register now for the 22-minute masterclass:

Check your email for an email from Riverside.fm: "How top advisors introduce Pontera & why clients say yes" and click "Add to your calendar"