Sales Process Development

The Sales Process Development station explores all topics that impact a retirement plan consultant’s ability to find and win new plan sponsor business. Topics addressed start with the first steps of prospect data collection, best prospecting strategies, understanding sales psychology and conducting impactful presentations that resonate with potential new clients. It also examines how to incorporate your brand, marketing strategy and sales process in order to create a cohesive strategy that better expresses a retirement practice’s overall value proposition and helps achieve practice growth objectives.


By ASPPA Net Staff6/17/2016 • 0 Comments

A new white paper from Groom Law outlines the ways in which the Labor Department’s fiduciary regulation could change how investment managers work with advisors and plan fiduciaries. READ MORE