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TPA and 401(k) Advisor Business Development Plan Creation

ERISApedia.com

Nov. 8, 2017
Recorded Online
Webcast

Presented by: Chris Barlow of KnowHow 401(k)

Third Party Administration firms and 401(k) Advisors are natural partners. Each delivers their own discipline while jointly focusing on serving the employer and their employees. A joint business development plan can provide the framework for professional cooperation, marketing, sales and service of your joint group retirement plans, assisting both to exceed their sales goals.

Chris Barlow of KnowHow 401(k) will review this business development plan with you and show you how to use it with your top 401(k) Advisors.

No CE credit will be granted.

View a pdf file of the slides here

Continue by clicking on the following link:
https://youtu.be/LnSHe2CoYRg

 
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