How prepared are you?

How prepared are you to operate as a fiduciary in the post-DOL world?

Even if you’re just a little unsure how to meet the challenge, request your DOL Fiduciary Rule Preparation Kit today. Offering practical strategies to help financial professionals get ready and stay organized, the kit can help you brave the new post-DOL world with confidence.

Start by taking the self-assessment you’ll find on page 7 of your kit. Then, delve into the 4 practice management pillars that we believe will help advisors successfully navigate the changing advisory landscape:

  • Manageable number of client households
  • Product inventory control
  • Documentation of key processes
  • Optimized client experience

A look inside...