by Suzanne Raffaele | Nov 9, 2021 | AMA, Cyber Security, Plan Sales, Recordkeepers, What We're Hearing
In the last post, we highlighted recent survey results (from our sales and relationship management events) that pointed to an… You must be logged in to view this content.
by Wallace Blankenbaker | Oct 26, 2021 | Plan Sales, Recordkeepers, Relationship Management, Sales Management, What We're Hearing
Two recent RLF surveys point to the continued acceleration of RFP and sales activity across market segments. In one survey,… You must be logged in to view this content.
by Suzanne Raffaele | Oct 12, 2021 | COVID, Plan Sales, Recordkeepers, Sales Management, What We're Hearing
Today, the RLF will be hosting its Q4 Recordkeeper Sales Executive Council meeting. We started this meeting series – one… You must be logged in to view this content.
by Wallace Blankenbaker | Sep 28, 2021 | COVID, Recordkeepers, Relationship Management, Sponsor Management and Strategy, Technology, What We're Hearing
We’ve spent the last several weeks interviewing senior executives within recordkeepers’ relationship management function with the goal of understanding what… You must be logged in to view this content.
by Suzanne Raffaele | Sep 14, 2021 | COVID, News, What We're Hearing
As recently as July, our members were optimistic about returning to more normal operations. They were planning to attend NAPA… You must be logged in to view this content.
by Wallace Blankenbaker | Aug 31, 2021 | AMA, Product Trends, Retirement Income, What We're Hearing
We’ve started digging into the research for our Fall 2021 Senior Executive Forum where we’ll explore the latest trends around… You must be logged in to view this content.
