Posts tagged ‘opportunities’

5 reasons for employee benefits

5 Reasons for Offering Employee Benefits



I recently had the opportunity to speak at the National Center for Employee Ownership (NCEO) annual conference.  The majority of attendees are employees of Employee Stock Ownership Plan (ESOP) owned companies along with service providers for the plans.  As you might expect, the topics tend to be…

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Your clients are your competitor’s best prospects!



I frequently talk to advisors and financial professionals about the prospects they’re working. Their sales pipeline can range anywhere from 10-50 active deals they’re working routinely. Odds are some of those great opportunities are their competitor’s clients. That’s why I’d like to share…

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