Do you want “a seat at the table for the finals,” as Greg Middleton puts it? Increasingly, advisers are being asked to answer requests for proposals. “We’re living in a new age of RFPs—everybody’s doing [them] now,” says Middleton, senior director, marketing at CAPTRUST in Raleigh, North Carolina. Advisers, thus, have a new element to navigate in competing for plan sponsor clients, he says.