ALSO INSIDE
sales champ
Cultivating Your Client Base
Six keys to expanding your foundation of retirement-plan
clients
law & order
Protecting Your Assets
Twelve factors for RIAs to consider when purchasing E&O
insurance
servicing strategies
Telling the Right Story
How to talk so participants will listen
chalk talk
Laws and Sausage
Where pricing models and a client’s apathy converge
fiduciary fitness
Education Nation
Emerging best practice standards relating to financial
literacy of plan participants
dean's list
“Conversation” Starters
There’s
been a lot of talk coming from Washington of late about the need to have “an
adult conversation” with the American people.
learner's permit
What You Need To Know About... Speaking Skills
Communication
experts are touting the lessons of four-time Academy-Award-winning film The
King’s Speech all over the Web.
trendspotting
Trendspotting
Articles that appeared in the Trendspotting section of the magazine - this issue featured the Virtual PLANADVISER National Conference.
hot off the presses
hot off the presses
new products, highlights, announcements
talking points
Talking points
Tired of giving the same old presentations? Use these
nuggets of information to spruce them up.
intro
Intro
Reflections on the PLANSPONSOR/PLANADVISER Awards for
Excellence dinner