by Suzanne Raffaele | Dec 6, 2022 | Relationship Management, Sales Management, What We're Hearing
For the last six months, RLF has consistently heard from members that hiring is a challenge. We heard it in early November at our Sales Executive Forum and it is a topic of interest for this week’s RM Executive Roundtable (virtual). The sales and RM leaders are...
by Suzanne Raffaele | Jul 19, 2022 | Relationship Management, Sales Management, Sponsor Management and Strategy, What We're Hearing
Earlier this month, plansponsor.com published an article detailing the impact of the “great resignation” on plan sponsors and the advisors… You must be logged in to view this content.
by Suzanne Raffaele | Jun 21, 2022 | Blog Posts, Financial Wellness, Plan Sales, Recordkeepers, Retirement Income, What We're Hearing
Last week, the RLF hosted its first virtual Recordkeeper Sales Executive Council meeting of 2022. In both sessions, small market… You must be logged in to view this content.
by Suzanne Raffaele | May 24, 2022 | AMA, Retirement Income, Sponsor Management and Strategy, What We're Hearing
In-plan retirement income remains a hot topic with our members. We dedicated a meeting to the subject last year and… You must be logged in to view this content.
by Suzanne Raffaele | Apr 26, 2022 | Financial Wellness, Product Trends, What We're Hearing
Five or six years ago, financial wellness was a buzzword; a hot industry topic that plan providers and advisors alike… You must be logged in to view this content.
