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From the Newsroom
January 20, 2015
A brief summary of talking points for advisors to use with prospects or clients who sponsor defined contribution plans.
January 13, 2015
It’s not always easy finding new clients to work with as a financial advisor. Especially since you may not be the only financial advisor competing for the same prospects. But if you can find a way to deliver a superior tiered service offering driven by a client segmentation strategy, you can dramatically improve your chances of success.