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Sponsors in the hospital industry are looking to advisors for guidance on how to manage the costs and operations of pension plans. This checklist is filled with actionable considerations for plan sponsors of both active and frozen defined benefit plans.

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Increased competition, firm compression, similar value propositions, and margin reduction all point to one thing: retirement plan advisors need to find ways to differentiate themselves if growth is their goal. These 4 simple steps will help you showcase your value and avoid common mistakes.

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Amid endless competition and the ever-growing needs of existing clients, Retirement Plan Advisors are faced with navigating a newly volatile financial landscape. Thriving in this world requires setting yourself apart. For the advisor looking to stay ahead of the game, you first need to know where you stand. We filtered through some of this year’s most impactful reports to see what advisors are prioritizing right now. Take a look and ask yourself: are you staying in familiar territory or are you looking ahead?

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As a retirement plan advisor, you know the importance of communicating to plan sponsors how current events may impact the health and performance of their plan(s). But great value also lies in helping them understand how our country’s ever-shifting socioeconomic landscape could affect the retirement readiness of their plan participants. While the state of retirement in America has long been in crisis, recent months have brought another crisis—events of a magnitude that could present significant challenges even for those who had been well-prepared for retirement. 

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Changes in the retirement industry landscape often require a reexamination of the assumptions and beliefs that drive our growth strategies. In a shifting, saturated market, we must be able to recognize when what we once held true no longer serves us or our clients and prospects. If you’re still hanging on to one or more of these common myths, it might be holding you back from the growth you’re looking for. 

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Retirement plan prospecting can be difficult, but the advisors who are successfully growing their practices are targeted and focused on bringing new ideas to their clients and prospects. This checklist will show you how to identify the best opportunities for your firm growth.

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Winning new clients can take a lot of time, energy and even money—so, finding ways to minimize your costs while maximizing growth in your practice is key. The most successful retirement plan advisors are utilizing tools and resources up front that allow them to zero in on high probability wins and take low probability opportunities out of the equation. How can you identify those “best” prospects? We’ve identified five smart tips that will help you step up your retirement plan prospecting game.

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See how one advisory firm was able to win new business by providing fresh solutions to a prospect. By partnering with the plan experts at O3 Edge, this advisory firm was able to break into new markets.

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