Browsing Tag
sales strategies
7 posts
9 Sales Steps to Demonstrate Competence and Character
Trust—it’s a simple word with big meaning used frequently in sales. Clients often say they chose one advisor…
6 Facts About Selling to Female Decision-Makers
When being briefed on a finals presentation that I was coaching, the gentleman leading the sales team said,…
401k Sales Success: Good Morning, Great Day
I am so pumped up! Do you feel like Emmet from the Lego Movie when you wake up?…
Prospecting strategies to help win & retain 401k business
The opportunity for qualified plan sales is large and growing. With $7.7 trillion in retirement plan assets and 550,000 401(k) plans, the chance to cultivate new business and the need to retain current clients becomes clear when 38 percent of plan sponsors are actively... Article Sponsored By: MassMutual
Despite Strong Economy, Financial Confidence Falls
Even with an economy running at full tilt, a majority of American voters are less confident about their…
Rethinking Your Small 401k Plan Profitability
I sat on a panel at a recent industry event to discuss the small plan 401k market. We…
A Perfect Opportunity to Push the 401k
A booming economy and low unemployment mean “slightly larger pay raises” for employees in the coming year, offering…