Join us for a new three part series, From Prospects to Plans and learn how you can build your practice and your bottom line with Business Owner Retirement Plans. We will be covering topics like how to talk to business owners, who makes a good fit for a certain plan type, how to present illustrations to the client and how to set up a plan (and start making contributions!). End 2015 with ideas and strategies that will jump start your production for next year.
Join us for a new three part series, From Prospects to Plans and learn how you can build your practice and your bottom line with Business Owner Retirement Plans. We will be covering topics like how to talk to business owners, who makes a good fit for a certain plan type, how to present illustrations to the client and how to set up a plan (and start making contributions!). End 2015 with ideas and strategies that will jump start your production for next year.
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