If youre like most advisors, plan growth is one of your highest priorities. However, for many, growing a business is an elusive dream or a worst nightmare. The typical advisor spends very little time on outreach, relying instead on referrals or direct-to-plan-sponsor marketing.
This brute force marketing worked in the past, but plan sponsors have become increasingly unresponsive to it. Todays retirement plan market requires a new, more thoughtful approach.
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