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About the TRAU Master Class

As their practices grow, Elite Plan Advisors struggle to manage people, technology, and operations.  As the pressure for lower fees continues, profit-margins can only be maintained by improved operating efficiency.

TRAU will conduct two "invitation only" Master Classes in October and November of 2018 focusing on helping advisors to better manage their retirement practice.  After the two-day interactive study group, participants will leave with a personalized business plan and will receive the assistance of a business coach trained and overseen by TRAU.

Through its collaboration with UCLA Anderson School of Management Executive Education and in delivering over 250 TPSU training programs for DC plan sponsors, TRAU has observed that adults learn more by interaction with peers.

TRAU’s Master Class includes six interactive sessions led by leading advisors and industry experts and features intense one-hour interactive discussions within smaller groups on the following practice management areas:

  1. Client servicing and engagement

  2. Managing people and operations

  3. Managing technology

  4. Client acquisition

  5. Managing Partners

  6. Succession planning

There is no cost to advisors accepted into the program which is sponsored by SSGA.

Programs will be held at the University of Chicago Gleacher Center on October 24th & 25th and the UCLA Meyer & Renee Luskin Conference Center on November 12th & 13th with minimum requirements of $250 million DC assets under management and 10 DC plans.

Applications are being accepted now – the classes will be limited to 50 advisors and demand is high, so apply now.  Accepted candidates will be notified promptly.

TRAU Master Class Webinar Series

Catch up on the TRAU Master Class Webinar Series by viewing the replay from the most recent presentation by the Dick Darian of the Wise Rhino Group on July 26, 2018. Click on the image below or use the following link to access the video: