Best Practices

Advisors, here are tips and ideas for dealing with fees, getting into HSAs, using data sources for prospecting, and developing a win-win technique for sales.
NASHVILLE — Be aware as a salesperson, that when you show up, “You’re either somebody who’s there to sell something or somebody who’s there to solve something,” said Ian Altman, the penultimate speaker at the 2018 NAPA 401(k) Summit. “Which would you rather be?”
The author of Same Side Selling: A Radical Approach to Break Through Sales Barriers, Altman offered advice and inspiration to the roomful of over a thousand retirement industry professionals.
Already have an account? Sign In Now
Copyright © 2023 ALM Global, LLC. All Rights Reserved.