by Wallace Blankenbaker | May 20, 2025 | PEPs/MEPs, Plan Sales, Recordkeepers, Relationship Management, What We're Hearing
We recently completed our mid-year RM leadership survey and roundtable event for top recordkeepers and found that “while some things… You must be logged in to view this content.
by Wallace Blankenbaker | May 21, 2024 | Plan Sales, Recordkeepers, Relationship Management, What We're Hearing
Tomorrow, we will hold our semi-annual virtual roundtable for relationship management leaders at the top recordkeeping firms. As we analyze… You must be logged in to view this content.
by Wallace Blankenbaker | Dec 19, 2023 | Plan Sales, Recordkeepers, Relationship Management, What We're Hearing
On December 6th, we held our semi-annual roundtable for relationship management leaders. There were two sessions, one for small market leaders (under… You must be logged in to view this content.
by Wallace Blankenbaker | Jun 20, 2023 | COVID, PEPs/MEPs, Product Trends, Recordkeepers, Relationship Management, Retirement Income
Last week, we hosted our semi-annual virtual event for recordkeepers’ relationship management leadership. The overall theme of the discussions across… You must be logged in to view this content.
by Wallace Blankenbaker | May 23, 2023 | Recordkeepers, Relationship Management, What We're Hearing
Ever since the pandemic first disrupted the day-to-day business operations of almost every company in the world, recordkeepers have been… You must be logged in to view this content.
by Suzanne Raffaele | Dec 6, 2022 | Relationship Management, Sales Management, What We're Hearing
For the last six months, RLF has consistently heard from members that hiring is a challenge. We heard it in early November at our Sales Executive Forum and it is a topic of interest for this week’s RM Executive Roundtable (virtual). The sales and RM leaders are...
