PA NC: Be Prepared: Acing Your Finals
A panel of experts at PLANADVISER’s National Conference in Orlando, Florida, offered insights on how to win a finals presentation.
Tag: Selling
Perspective: Don’t Confuse Sales Activities with Verifiable Advances
The fifth of seven ineffective habits of retirement plan advisers
Value-Added Programs Need Better Link to Adviser Brand
A new report calls for asset managers to create initiatives that are more effectively tied to a firm’s brand and market position as understood by the adviser, providing...
Provider Benchmarking Requires Organization and Coordination
In order to complete a thorough benchmarking study of a retirement plan provider, it is vital that an adviser first understand a company’s culture and what the plan...
PLANSPONSOR to Commence Fourth Year of Honoring Advisers
This September, PLANSPONSOR will again open its annual nomination process for its Retirement Plan Adviser and Adviser Team of the Year awards.
Benefit Brokers Lead Sales of Voluntary Benefits
Benefit brokers accounted for almost half (46%) of worksite sales of voluntary benefits in 2006, according to Eastbridge Consulting Group’s eighth annual U.S. Worksite Sales Study.
Significant Potential Exists for Advisers in Retirement Plan Market
Nearly half (42%) of plan sponsors do not have a relationship with a financial adviser.
Retirement Income Planning Equals More Business
Advisers who help clients put together a formal retirement income plan end up with more assets – and more referrals - from more satisfied customers.
Retirement Planning High on Advice Agenda
Married men and women participating in a recent survey agreed that the top two reasons for turning to a financial adviser are to prepare for retirement (58% of...
Franklin Templeton Offers Adviser Guidance on Directed Trusts
A new white paper released by Franklin Templeton Bank & Trust provides guidance to advisers about using directed trust services to retain management of assets of affluent baby...
Managing the RFP Process
A provider search is often one of the most time consuming parts of a client relationship.
Retirement Income Space Offers Opportunities, Challenges
James McCarthy, Managing Director, Retirement Solutions at Morgan Stanley said there are two approaches to retirement product development.
U.S. Faces Federal, Retirement and Healthcare Challenges
The U.S. offers many tax preferences to encourage savings, but by and large they’ve failed.
Creative Prospecting Helps Make the Sale
The three stages of selling a retirement plan into a company, prospecting, proposing and closing all require preparation and creativity, according to Marilyn Pearson, Vice President at Merrill...
Words of Wisdom
The five finalists for the Retirement Plan Adviser of the Year award shared some of their best practices at the 401(k) SUMMIT yesterday.
Building Relationships is Vital to a Successful Business
Are you a persuader or a partner?
IMHO: Committed Relationships
Advisers in the retirement plan industry make a difference
Traditional Retirement Products Being 'Phased' Out
New retirement income products must emerge to fit new retirement models.
Industry Must Change to Accommodate Marketplace
In the retirement income arena, the best products won’t necessarily prevail.