Growing Your Practice | RFPs
The Evolving Use of RFPs
The volume has increased, as has what advisers must do to make the finals.
Cover Story
Client Service
Products
Proposals That Please
Make your responses to RFPs stand out above the rest.
The Nuances of Conducting a Robust RFP
If done properly, a request for proposals can help sponsors stay on par with the most advanced services available in the marketplace at competitive rates.
Benetic Introduces Provider Search Platform Tool
The new platform claims to reduce ‘months into minutes’ for RFIs and RFPs.
Outreach
How to Show Your Worth
Best practices for navigating today’s ‘out of control’ RFP process.
PANC
Products
Practice Management
2018 PLANADVISER National Conference
Pathways to plan, participant and practice success
Cetera Launches ‘My 401(K) Assistant’ Process Outsourcing
The back-office support program provides investment monitoring reports and generates RFPs, among other capabilities.
PANC 2018: Responding to RFPs
It has become more common for plans with upwards of $20 million in assets to go through a formal RFP process to find a new adviser, but it can be a cumbersome process to respond.
Cover Story
Intro
Outscale the Competition
Mastering the RFP response can make your business grow
Mastering the RFP
How to stand apart from the competition