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Quick Hits Research Subscription
Price: $12,000.00
Quick Hits Research Subscription
Sign up to receive all 10 of 2016's Quick Hits Research reports. E-mail research@fi360.com to inquire about a subscription.
Quick Hit Research: Marketing Workflow
Price: $0.00
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.
Quick Hits Research #1: Client Advisory Boards: And how to put them to good use
Price: $0.00
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?
Quick Hits Research #2: Recordkeeper Consolidations: Is acquisition good or bad?
Price: $2,500.00
Quick Hits Research #2: Recordkeeper Consolidations: Is acquisition good or bad?
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.
Quick Hits Research #3: Institutional Retirement Marketing & Communications: What they’re saying to plan sponsors
Price: $2,500.00
Quick Hits Research #3: Institutional Retirement Marketing & Communications: What they’re saying to plan sponsors
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.
Quick Hits Research #4: More Efficient, More Profitable, More Happy: How to boost relationship manager performance
Price: $2,500.00
Quick Hits Research #4: More Efficient, More Profitable, More Happy: How to boost relationship manager performance
As part of a larger 2015 syndicated research project, RMs told us what they do to be more efficient and profitable. Here are their ideas along with data to back them up.
Quick Hits Research #5: To be or not to be a co-fiduciary
Price: $2,500.00
Quick Hits Research #5: To be or not to be a co-fiduciary
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.
Quick Hits Research #6: 403(b) Advisor Demographics & Fee and Services Trends
Price: $2,500.00
Quick Hits Research #6: 403(b) Advisor Demographics & Fee and Services Trends
We scrubbed our advisor database to identify DC Specialist advisor practices focus specifically on 403(b) plans. See what we found.
Quick Hit Research #7: Growing or Going
Price: $2,500.00
Quick Hit Research #7: Growing or Going
New Services, Big Changes and Growth Inside the Institutional Retirement Market
Quick Hit Research #8: Rebid Deal Teams
Price: $2,500.00
Quick Hit Research #8: Rebid Deal Teams
Being the incumbent isn’t enough. Learn how recordkeepers are adapting their teams.
Quick Hit Research #9: Advisor Technology and Social Media Trends
Price: $2,500.00
Quick Hit Research #9: Advisor Technology and Social Media Trends
We examined advisor technology and social media trends. We used our advisor database to identify key trends in technology and social media among DC specialist advisors. Here’s what we see.
Quick Hit Research #10: Fiduciary Support Service Trends
Price: $2,500.00
Quick Hit Research #10: Fiduciary Support Service Trends
The fiduciary services provided by advisors and how recordkeepers may collaborate.
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