Posts tagged ‘value proposition’

Tips on Differentiating Your Retirement Practice from the “World’s Greatest Dad”



Yep, that’s me and I’ve got the mug to prove it! And if that were all I gave you, would you really believe it? For all you know, I bought the mug myself and my kids really call me Mr. Bossy (that’s another blog). This is how I feel sometimes when I’m reading retirement advisor bios…

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Your Marketing Plan: Setting Goals and Measuring Success



Several years ago, I was sitting in a finalist presentation for a plan sponsor and the key decision-maker made a comment that resonated with me, “If you document it and measure it, it will get done – if you don’t, it won’t.” How about that for a lead into a marketing plan series?…

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