Tag: Practice management

sales champ

Retirement Plan Adviser Team of the Year

The Prince Group, Stifel Nicolaus—Douglas Prince, Brea Dantin, Joe Copeland, Sue Platt, Deana Harmon, Ben Donathen, Jillian Grimm (Indianapolis, Indiana)
servicing strategies

The Big Picture

Getting participants to swallow a more holistic approach to planning requires employers, employees, and advisers to get it together—and get in touch with reality
from the front lines

From the Front Lines

Front-line experiences, be they silly, stupid, or just plain bizarre, can help you appreciate the normalcy of a 'regular' day.
practice management

Out of Sight?

What can a relationship with the custodian of a plan's assets offer retirement plan advisers?
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Time Flies

Believe it or not, it's been a year since we launched PLANADVISER 
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Team Building

Whether in your affiliation, preferred provider relationships, or participant education, with whom you choose to do business matters