Whether you like it or not, first impressions mean the most. If you fail to make a good impression the first time out, many times you never get a chance to make a second impression. Some times that bad impression is because you talked with your mouth full or wore a dirty dress shirt. Whether you are a new or seasoned retirement plan provider, there are “rookie” mistakes you should avoid because you don’t want any potential client or business partner to get the wrong impression. This article is about “rookie mistakes” that retirement plan providers should avoid, whether you are a rookie or a veteran.
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