As Professor Barbay said in the movie, “Back to School”, there are two types of people in business: the quick and the dead. The most successful businesses are those that either see where the future is headed or see opportunity when there is a fundamental change in their industry. Financial advisors who seek to increase their role as retirement plan advisors can take advantage of the changes in the retirement plan industry to increase their book of business. This article has some tips on how financial advisors can do just that.
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