Tag: Selling

Words of Wisdom

The five finalists for the Retirement Plan Adviser of the Year award shared some of their best practices at the 401(k) SUMMIT yesterday.

Prospecting 101

It is almost never a good idea to waste time pursuing clients who will not be a good fit for your business, even if they do appear to represent incremental revenue. Sooner or later, they are likely to be a distraction at best from providing your best service to your key customer base.