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Ann Schleck & Co.
Quick Hit Research: Marketing Workflow
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.
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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. What systems are used for tracking the status of marketing projects? We talked with 7 retirement plan recordkeepers about the systems used to track their marketing projects. Here's what we learned.
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