by Suzanne Raffaele | Mar 30, 2021 | Aggregators, What We're Hearing
Last week, the RLF hosted a virtual roundtable for senior executives from Scaled Retirement Advisory Firms (SRAFs), also known as… You must be logged in to view this content.
by Wallace Blankenbaker | Mar 16, 2021 | Data, Recordkeepers, Relationship Management, What We're Hearing
On March 4th, we held a virtual event with relationship management leaders from 15 of the top small market (under… You must be logged in to view this content.
by Wallace Blankenbaker | Mar 2, 2021 | Platform Relationship Management, What We're Hearing
We’ve been closely monitoring the live meeting, travel, and event plans of our members, and a recent survey paints a… You must be logged in to view this content.
by Suzanne Raffaele | Feb 16, 2021 | Cyber Security, PEPs/MEPs, Plan Sales, Product Trends, Recordkeepers, Sales Management, What We're Hearing
Last week, RLF hosted its first quarterly Recordkeeper Sales Executive Council (RSEC) meetings of 2021. We convened senior leaders who… You must be logged in to view this content.
by Suzanne Raffaele | Feb 2, 2021 | Aggregators, Financial Wellness, PEPs/MEPs, What We're Hearing
We recently began research interviews for our Scaled Retirement Advisory Firm (SRAFs) Roundtable. And a good portion of the conversations… You must be logged in to view this content.
by Wallace Blankenbaker | Jan 19, 2021 | Plan Sales, Product Trends, What We're Hearing
So here we are in 2021, kicking off a new year in an environment unlike any year that we’ve ever… You must be logged in to view this content.
