Posts tagged ‘service’

How to create your relationship plan: “Yesterday you were a prospect, today you’re a client!”



Over the past few years, I’ve heard the joke that ends with this punch line: “Yesterday you were a prospect, today you’re a client!” It resonates in the sales world because of the feeling some clients have once they sign on the dotted line. It’s a feeling of under appreciation and…

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Benefits of bundling from a visual learner’s point of view. See it for yourself.



The benefits of integrating – or bundling – defined benefit (DB) plan services range from enhanced administrative oversight to time and cost savings to accuracy to employee appreciation.  As a visual learner, I always appreciate a good illustration to help me understand why.

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