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 Suzanne Raffaele | May 25, 2021 | Plan Sales, Recordkeepers, Sales Management, What We're Hearing
We hosted back-to-back events on May 11th for Recordkeeper Sales Executives: a late morning session for small market leadership and an… You must be logged in to view this content.
by Suzanne Raffaele | Apr 27, 2021 | Investment Only, Plan Sales, What We're Hearing
Last week, the RLF hosted its 2021 spring DCIO Senior Executive Roundtable. With leadership from 20 firms represented, the group… 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.
