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Sentinel Group
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Key Moments That Can Strengthen or Weaken Advisor Relationships with Employers
ThinkAdvisor 
Aug. 4, 2022 "There are five critical moments in the year that offer advisors the chance to opportunistically sell and provide support, expertise and attention to existing and prospective client relationships.... In early August, retirement plan sponsors will have the Form 5500 preparation and filing fresh on their minds. This is an opportunity to ask current and prospective clients about their experience." |
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