Browse Categories
Ann Schleck & Co.
Quick Hits Research #1: Client Advisory Boards: And how to put them to good use
Many firms in many service industries have advisory boards, and retirement providers are no exception. But are they mere flourishes? A chance for a good round of golf once or twice a year? Or a useful marketing and client service tool?
Price: $0.00

Detailed Description

Quick Hits is a series of fast reads that use Ann Schleck & Co. knowledge and experience to guide research you’ll find interesting, useful, timely, and filled with insights and recommendations that can improve your position in the retirement plan market. Many firms in many service industries have advisory boards, and retirement providers are no exception. But are they mere flourishes? A chance for a good round of golf once or twice a year? Or a useful marketing and client service tool? For this report, we talked with 17 recordkeepers about their advisory boards.
Search
Shopping Cart
Your cart is empty.