Month: March 2016
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6 Ways 2 Be a Stronger Plan Advisor
Retirement Plan Advisors for years have been asking my firm (Plan Design Consultants, Inc.) if we could somehow provide them consistent access to 401k news, updates, current trends, white papers, etc. They want these things so they can drip them on their Plan Sponsor prospects. This strategy keeps Advisors “front of mind” with their prospects […]
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Why are Plan Advisors not doing this?
A Third Party Administration Sales Team gets a unique look at Advisor best practices and what works, fails and is trending. My team tells me that even in current day, we have many Advisors that are showing up for sales meetings and still do not have a service agreement or an overview that details their […]
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