Rethinking Your Plan Profitability
Presented by: CUNA Mutual
Date and Time: Wednesday, March 31, 2021 from 3-4 EST
Speaker: Randy Fuss, Practice Management Coach
How do you maintain profitability as an advisor or TPA in the retirement plan market especially the smaller end with the so many time consuming activities? When can you afford to engage with a plan sponsor and with what level of service? This session will discuss strategies to recognize when to offer all of your services but also when you should only engage in most, some or even none of your services. The end result is to not take away from your bottom line but, rather, add to it.
To register for this session please contact firstname.lastname@example.org for an invitation