by Suzanne Raffaele | Nov 7, 2023 | Investment Only, Plan Sales, Product Trends, Recordkeepers, What We're Hearing
Last week, at Invesco’s office in NYC, the RLF hosted almost 70 sales executives from its recordkeeping and DCIO member… You must be logged in to view this content.
by Wallace Blankenbaker | Aug 29, 2023 | Investment Only, Plan Sales, Recordkeepers, What We're Hearing
As we near the end of summer, RLF members are entering the throes of 2024 planning. From a number of… You must be logged in to view this content.
by Suzanne Raffaele | Aug 15, 2023 | Aggregators, Investment Only, Plan Sales, What We're Hearing
Last week, RLF hosted its DCIO members for a mid-year virtual forum. With budgets tightening and partnership spending skyrocketing, DCIOs… You must be logged in to view this content.
by Suzanne Raffaele | Jun 6, 2023 | Plan Sales, Sales Management, What We're Hearing
The RLF is hosting its Q2 2023 Recordkeeper Sales Executive Council virtual meetings on Thursday, June 8. Small market sales… You must be logged in to view this content.
by Suzanne Raffaele | Aug 16, 2022 | Aggregators, Investment Only, Plan Sales, Sales Management, What We're Hearing
Last week, the RLF hosted its 2022 DCIO Virtual Forum. Thirty-six executives participated in an active dialogue around staffing changes,… 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.
