"While it's true that recordkeeper RFPs are an involved process that requires a generous amount of effort, many advisors fail to take certain steps to help expedite and modernize their RFP process.... [1] Set clear timelines and expectations.... [2] Determine what is most important to your client.... [3] Don't invite everybody to the party! ... [4] Share specific and detailed instructions.... [5] Have a framework for evaluating proposals."  MORE >>