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 | 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.
by Wallace Blankenbaker | Jan 19, 2018 | Investment Only, Plan Sales, Product Trends, Sales Management, Sponsor Management and Strategy, The Participant Experience
We recently finished analyzing the results of our 2018 member survey, and some of the findings are pretty surprising. All… You must be logged in to view this content.
by Suzanne Raffaele | Aug 7, 2017 | Innovation, Investment Only, Sales Management
On July 27th, the RLF hosted our annual DCIO Executive Forum and this year was definitely different than most. The sentiment… You must be logged in to view this content.
