Client Attraction Through Giving
401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules.
Tag: RFP
Growing Your Practice | RFPs
The Evolving Use of RFPs
The volume has increased, as has what advisers must do to make the finals.
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.
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...
