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.
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.
