Client Services

Client Services

Delivering on the promises made to clients quickly and easily is critical to your client retention efforts. So too is your ability to add new services as they are introduced, like a mobile app, for example. This station houses posts that track innovative new services, look at best practices, explain how to measure success, and more.

You Can Lead a Horse to Water…

There’s an old saying: “You can lead a horse to water, but you can’t make him drink.” It’s the lament of many a retirement plan advisor who has tried to persuade an employer to offer a workplace retirement savings plan for his/her workers, only to be rebuffed.   Read More

The ROI of Financial Wellness

Improving financial wellness is a matter of behavioral economics, according to Ramsey Solutions’ Brian Hamilton and Stonestreet Advisor Group’s founder and Principal Barbara Delaney. The two spoke at an April 17 workshop session at the NAPA 401(k) Summit in Nashville.   Read More