Selling

In the past, when pitching a retirement plan, advisers specializing in the retirement plan space often found themselves competing against wealth management advisers. However, retirement plan advisers are increasingly running into other advisers who think they have the same competitive advantage—an expertise in retirement plans.

In this section, you’ll find tips on selling techniques, “hot” topics, and ways to better position your services in an ever-more competitive marketplace

2009: Polishing a Client's Retirement Plan