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Working IN your practice is reactionary and yields modest improvement.
Working ON your practice requires a 35,000-foot view to assess your situation and focus on strategies for positive change.
Fuss Success Builders’ Advisor and TPA speaking engagements all focus on increasing the BIG 3: Wins, Retention, and Efficiency.
Sometimes you only get one chance to state your case for winning plan business: during a finals presentation in the boardroom. “Creating an Unfair Boardroom Advantage” will help you understand the different buying styles of decision-makers and incorporate strategies to adapt your sales presentation, ultimately increasing your chances of winning the business.
Today’s plan sponsors expect more services than ever before. How do plan advisors stay ahead of the curve? “Delivering a Better Retirement Plan Experience” will help you anticipate the C-suite’s unique individual “wish list” and show you how to deliver on higher expectations, leading to greater retention.
How do you maintain profitability in the retirement plan market, especially with so many time-consuming activities? “Rethinking Your Plan Profitability” will help you recognize which services to provide yourself and which can be covered by another party. The end result is not to subtract from your bottom line, but to add to it.
Randy brings his significant insights to your team, whether you’re gathering at an event, in a conference room or across the country.
Select from flexible speaking, training and consulting options. Randy delivers the same high-impact content through cutting-edge virtual platforms, ensuring your team stays ahead in today’s fast-paced digital world.