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RFPs – How Much, How Often, and How?

Industry Trends and Research

RFPs, or Requests for Proposal, have long been valued tools in advisor arsenals. There are, however, varying opinions as to what they should include, and even how often they should be issued. What’s your experience/opinion?

This week, we’d like to know about your experience(s) with RFPs. What you recommend, what your plan sponsors do, and on what frequency – and how, and how often, do you benchmark your own services?

Respond to this week’s NAPA-Net Reader poll at https://www.surveymonkey.com/r/B2ZMCQ9

And we’ll have it all wrapped up for you on Friday!

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