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401kExperts 035: How a Printed Compliance File Can Help You Win New Business
Manage episode 346676933 series 2367502
Episode #35 – How a Printed Compliance File Can Help You Win New Business
Looking for ways to demonstrate that you have a solid process in place to help plan sponsors?
In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a short story* about what an advisor I worked with said was a key reason they won a $200 million dollar plan.
Mentioned in this episode:
Read the article version of this topic (transcript included) here.
Or watch the YouTube Video here.
* In the story, the Plan Compliance file was a reason cited for the advisor winning the plan (it was not the ONLY reason). There is no promise or guarantee you will win a $200 million dollar plan by simply showing up with a binder ;-)… There is more to selling than that – but it can certainly help demonstrate your value visually.
38 حلقات
Manage episode 346676933 series 2367502
Episode #35 – How a Printed Compliance File Can Help You Win New Business
Looking for ways to demonstrate that you have a solid process in place to help plan sponsors?
In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a short story* about what an advisor I worked with said was a key reason they won a $200 million dollar plan.
Mentioned in this episode:
Read the article version of this topic (transcript included) here.
Or watch the YouTube Video here.
* In the story, the Plan Compliance file was a reason cited for the advisor winning the plan (it was not the ONLY reason). There is no promise or guarantee you will win a $200 million dollar plan by simply showing up with a binder ;-)… There is more to selling than that – but it can certainly help demonstrate your value visually.
38 حلقات
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مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.