The document summarizes a panel discussion from a 2015 partner conference on growing a retirement plan services practice in a fee compressed environment. The panel discussed their processes for educating both new and existing clients on the services they provide. Panelists included representatives from Peoples United Bank, Rockland Trust, and Pension Advisors. They welcomed attendees and took questions on how to understand clients and maintain existing business in today's market.

1. STRONGER
Strategies
for success
2015 Partner Conference
together
Growing your Practice in
a Fee Compressed
Environment
Moderator: Nick Petralia, Senior Sales
Consultant, BPAS, featuring:
• Wayne Braun, Manager, Retirement
Services, Peoples United Bank
• Sean McGarry, AIF, Vice President
Retirement Plan Services, Rockland Trust
• Sean Orick, Fiduciary Consultant, Pension
Advisors

2. 2015 Partner ConferenceStronger Together
Welcome
Meet our Panelists:
• Wayne Braun, Manager, Retirement Services, Peoples United
Bank
• Sean McGarry, AIF, Vice President, Retirement Plan Services,
Rockland Trust
• Sean Orick, Fiduciary Consultant, Pension Advisors

3. 2015 Partner ConferenceStronger Together
Topics for Discussion
What is your process for getting clients to understand
the services you provide?
• In the Sales Process
• With Existing Clients

4. 2015 Partner ConferenceStronger Together
Questions
Thank you
• Nick Petralia, Senior Sales Consultant, BPAS
• Wayne Braun, Manager, Retirement Services, Peoples United
Bank
• Sean McGarry, AIF, Vice President Retirement Plan Services,
Rockland Trust
• Sean Orick, Fiduciary Consultant, Pension Advisors