TITLE

Standing Out in the Crowd

AUTHOR(S)
Manganaro, John
PUB. DATE
January 2015
SOURCE
Plan Adviser;Jan/Feb2015, p58
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article discusses how retirement plan advisers can distinguish its firm from competition as the plan market is impacted by clients' cost cutting measures. Topics discussed include report by investment firm Pershing on the importance of value proposition and selling strategies, and report by Chatham Partners on the importance of value-add programs leveraged by advice professionals. Also mentioned is the importance of specializing in plan type such as 403(b) or 457 plans.
ACCESSION #
108913852

 

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