Creating an Unfair Boardroom Advantage

Sometimes you only get one chance to state your case for winning or retaining business: During a finals presentation in the boardroom. Tuned specifically to the needs and common circumstances of retirement plan advisors, this conversation will leave you with a greater understanding of what your natural selling style is as well as an understanding of the four distinct plan sponsor buying styles. Most importantly, strategies will be discussed to identify when and how to your sales presentation may need to be adjusted, ultimately increasing your chances of winning more business.

  • Jeff Cheshier, VP, Institutional Client and Member Relations
  • Randy S. Fuss, CFP®, Practice Management Consultant



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