Winning Strategies for Retirement Plan Advisers

July/August 2021 Growing Your Practice Issue As requested, here is the latest digital edition of PLANADVISER. Like the print version, the digital edition is available free of charge for qualified plan sponsors. Click here to begin reading.

From this issue:

Proposals That Please Make your responses to RFPs stand out above the rest.

2021 PLANADVISER Small-Plan Services Survey: Small Wonders Plan options that are good for small businesses, profitable for advisers.

‘Like’ Me How to procure, and use, client endorsements to advertise your practice.

Building Out Referral Networks How should you ask your centers of influence for recommendations?

Look Toward the Future The pandemic has brought adviser succession planning to the fore.

Now a Fiduciary A prudent process for rollover advice.

Cybersecurity and ERISA DOL guidance should prompt clients to ask for help with compliance.

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