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July/August 2021
Growing Your Practice Issue
We are pleased to deliver your digital edition of the latest issue of PLANADVISER. Like the print version, the digital edition is available free of charge for qualified plan advisers. In order to accommodate our many subscribers working remotely, we are offering access to the digital edition of this issue to all PLANADVISER subscribers.
Click here to begin reading.
PAJA21-Ref-Irene Servillo
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?
PAJA21-Ref-Irene Servillo
Look Toward the Future
The pandemic has brought adviser succession planning to the fore.
PAJA21-Ref-Irene Servillo
Now a Fiduciary
A prudent process for rollover advice.
PAJA21-Ref-Irene Servillo
Cybersecurity and ERISA
DOL guidance should prompt clients to ask for help with compliance.
PAJA21-Ref-Irene Servillo
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