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Sales & Marketing

BY John Ortman | 2/18/2014
Over the last 30 years we have seen unprecedented changes in retirement choices in the 403(b) marketplace. There have also been enhancements to help advisors communicate with clients and prospects.... Read More
BY Sheri Fitts | 2/10/2014
The 2014 Super Bowl may not have played out as expected, but the much-hyped commercial onslaught was true to form this year as viewers were blitzed with cute kids and dogs, celebrity appearances,... Read More
BY John Iekel | 1/14/2014
For an increasing number of Americans, the word “retired” is a bit of a misnomer. Perhaps “redirected” is more like it. Demographics and the lingering aftermath of economic stresses on employers are... Read More
BY Fred Barstein | 8/16/2013
Responding to an inquiry from a reader, Michael Kitces details the reasons why there will never be websites that review advisors like there are for restaurants. Advisors are always looking for third-... Read More
BY Fred Barstein | 8/15/2013
Getting quoted in the press can be a powerful marketing tool, especially press that prospects read. Even better, it’s free marketing. While the hard part is forming relationships with the right... Read More
BY Fred Barstein | 5/28/2013
While many advisors focus on client referrals for new accounts, research shows that attorneys, CPAs and other centers of influence (COI) may be more productive sources. According to a study by CEG... Read More
BY NAPA Net Staff | 3/26/2013
While not an apples-to-apples comparison for DC plans, it’s interesting to note that only 39% of advisors surveyed by Russell in their recently released quarterly report used investment policy... Read More
BY NAPA Net Staff | 3/7/2013
According to research from Franklin Templeton, the answer may be yes (free registration required). Plans are getting bombarded by sales calls, and the level of sophistication of the sponsor and the... Read More
BY NAPA Net Staff | 1/24/2013
Experienced plan advisor Trish Brambley outlines the 10 things plan sponsors should consider when looking for a new plan advisor: • Is the advisor a fiduciary and willing to commit in writing? •... Read More
BY Marcus Chandler | 1/3/2013
Well, it’s that time of year again! A time when the fortunate few of us who got everything just right savor the previous year’s success, while likely more of us mull over our own “would’ve, could’ve... Read More
BY Marcus Chandler | 12/19/2012
By Marcus Chandler With pricing pressures, competition and other factors potentially threatening to commoditize professional retirement plan services, many advisors face a growing challenge:... Read More
BY NAPA Net Staff | 11/29/2012
According to research involving DC plans with over $6 billion in assets conducted on behalf of advisors by Chatham Partners — famous for their provider win/loss studies — 81% of plan sponsors sought... Read More
BY Marcus Chandler | 11/13/2012
By Marcus Chandler As advisors scramble to close new business by the end of the year, it only serves as a reminder that the 2013 selling season is right around the corner. If your practice isn’t... Read More
BY NAPA Net Staff | 10/25/2012
According to a study by The American College, 40% of small business owners have no retirement savings or pension plan in place — even though many are over 50. Furthermore, the study found that three-... Read More
BY NAPA Net Staff | 10/9/2012
RFPs are commonly used by record keepers but less so by plan sponsors searching for a new advisor. Selecting the right advisor is more important than the selection of a record keeper or even the... Read More