Practice management
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How to serve a growing market of women investors
Women and men, Venus and Mars—there will always be differences. Financial professionals who want to serve women investors need to understand some of the differences—and what that means for their service and recruitment strategies.
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Two tips to help baby boomers with their shifting retirement priorities
From changes in retirement priorities fueled by COVID-19, to potential Social Security downfalls, it’s important to use the right messaging when discussing retirement planning with baby boomers.
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Building a profitable retirement practice amidst fee compression
Developing a sustainable, thriving advisory business in the retirement industry, where fee compression is rampant, can be a daunting challenge. View it as an opportunity to reevaluate and retool your practice to help you be profitable and prosper through all market conditions.
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Three reasons to brush up on 401(k) payroll integration
Every single benefit a 401(k) plan delivers—including retirement readiness—starts with successful payroll integration. Here are three reasons to brush up on this important plan feature.
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Tips to win more finals presentations
Growing your retirement business as a financial professional can be difficult. You spend time prospecting for new clients and getting a foot in the door for it to all culminate in a one-hour presentation. You may increase your close rate by training yourself to hit a home run at every finals presentation.
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What's a value proposition statement?
To be successful in the retirement plan market, financial professionals must be able to express their unique value to prospective clients. Learn how to write a compelling value proposition statement.
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The recipe for hosting a successful financial planning seminar
As a financial professional on a retirement plan, you probably host a lot of employee meetings. Make your next meeting a success with these best practices for hosting a seminar, and get plan participants excited about taking steps toward their financial futures.
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How to acquire a retirement plan advisory business
Growing your retirement plan advisory business by acquisition can be a practical—and profitable—option, whether you’re a start-up or an established firm. You want to buy the right company for the right reasons and find a seller who can help you maximize growth and client retention.
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Retirement TPAs—7 tips for optimizing a hybrid work schedule
The retirement TPA workplace has shifted to a hybrid work schedule: part time in the office and part-time remote. Get 7 tips for managing remote employees and making a seamless transition.
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How to sell your retirement plan advisory business
You’ve built a successful advisory business, and now you’re thinking of retiring. Are you thinking of selling your advisory practice? You need to know the steps necessary to properly position your practice years before it’s time to sell.
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