SlideShare ist ein Scribd-Unternehmen logo

Growing Your Practice in a Fee-Compressed Environment

•Als PPTX, PDF herunterladen•
•
B
BPAS

Growing Your Practice in a Fee-Compressed Environment

Wirtschaft & Finanzen
1 von 4
STRONGER Strategies for success 2015 Partner Conference together Growing your Practice in a Fee Compressed Environment Moderator: Nick Petralia, Senior Sales Consultant, BPAS, featuring: • Wayne Braun, Manager, Retirement Services, Peoples United Bank • Sean McGarry, AIF, Vice President Retirement Plan Services, Rockland Trust • Sean Orick, Fiduciary Consultant, Pension Advisors
2015 Partner ConferenceStronger Together Welcome Meet our Panelists: • Wayne Braun, Manager, Retirement Services, Peoples United Bank • Sean McGarry, AIF, Vice President, Retirement Plan Services, Rockland Trust • Sean Orick, Fiduciary Consultant, Pension Advisors
2015 Partner ConferenceStronger Together Topics for Discussion What is your process for getting clients to understand the services you provide? • In the Sales Process • With Existing Clients
2015 Partner ConferenceStronger Together Questions Thank you • Nick Petralia, Senior Sales Consultant, BPAS • Wayne Braun, Manager, Retirement Services, Peoples United Bank • Sean McGarry, AIF, Vice President Retirement Plan Services, Rockland Trust • Sean Orick, Fiduciary Consultant, Pension Advisors

Empfohlen

Growing Your Practice in a Fee-Compressed Environment - Jason Disco
Growing Your Practice in a Fee-Compressed Environment - Jason DiscoGrowing Your Practice in a Fee-Compressed Environment - Jason Disco
Growing Your Practice in a Fee-Compressed Environment - Jason DiscoBPAS
 
How to Add VEBA Plans to Your Production Portfolio
How to Add VEBA Plans to Your Production PortfolioHow to Add VEBA Plans to Your Production Portfolio
How to Add VEBA Plans to Your Production PortfolioBPAS
 
Panel Discussion: Practice Management
Panel Discussion: Practice ManagementPanel Discussion: Practice Management
Panel Discussion: Practice ManagementBPAS
 
The Inside Scoop
The Inside ScoopThe Inside Scoop
The Inside ScoopBPAS
 
Participant Education
Participant EducationParticipant Education
Participant EducationBPAS
 
Maximizing Resources in the BPAS Advisor Portal
Maximizing Resources in the BPAS Advisor PortalMaximizing Resources in the BPAS Advisor Portal
Maximizing Resources in the BPAS Advisor PortalBPAS
 
Grow Your Practice with Customized Collective Trusts for 401K Model Portfolio
Grow Your Practice with Customized Collective Trusts for 401K Model PortfolioGrow Your Practice with Customized Collective Trusts for 401K Model Portfolio
Grow Your Practice with Customized Collective Trusts for 401K Model PortfolioBPAS
 
Maximizing Plan Assets
Maximizing Plan AssetsMaximizing Plan Assets
Maximizing Plan AssetsBPAS
 

Empfohlen

Growing Your Practice in a Fee-Compressed Environment - Jason Disco
Growing Your Practice in a Fee-Compressed Environment - Jason DiscoGrowing Your Practice in a Fee-Compressed Environment - Jason Disco
Growing Your Practice in a Fee-Compressed Environment - Jason DiscoBPAS
 
How to Add VEBA Plans to Your Production Portfolio
How to Add VEBA Plans to Your Production PortfolioHow to Add VEBA Plans to Your Production Portfolio
How to Add VEBA Plans to Your Production PortfolioBPAS
 
Panel Discussion: Practice Management
Panel Discussion: Practice ManagementPanel Discussion: Practice Management
Panel Discussion: Practice ManagementBPAS
 
The Inside Scoop
The Inside ScoopThe Inside Scoop
The Inside ScoopBPAS
 
Participant Education
Participant EducationParticipant Education
Participant EducationBPAS
 
Maximizing Resources in the BPAS Advisor Portal
Maximizing Resources in the BPAS Advisor PortalMaximizing Resources in the BPAS Advisor Portal
Maximizing Resources in the BPAS Advisor PortalBPAS
 
Grow Your Practice with Customized Collective Trusts for 401K Model Portfolio
Grow Your Practice with Customized Collective Trusts for 401K Model PortfolioGrow Your Practice with Customized Collective Trusts for 401K Model Portfolio
Grow Your Practice with Customized Collective Trusts for 401K Model PortfolioBPAS
 
Maximizing Plan Assets
Maximizing Plan AssetsMaximizing Plan Assets
Maximizing Plan AssetsBPAS
 
Improving Donor Data
Improving Donor DataImproving Donor Data
Improving Donor DataCommunity IT Innovators
 
7 Steps to Successfully Raise Sponsorship $'s for Your Nonprofit
7 Steps to Successfully Raise Sponsorship $'s for Your Nonprofit7 Steps to Successfully Raise Sponsorship $'s for Your Nonprofit
7 Steps to Successfully Raise Sponsorship $'s for Your NonprofitKuechle Consulting
 
Bay Equity Core Values
Bay Equity Core ValuesBay Equity Core Values
Bay Equity Core ValuesJon T. McGovern
 
Steps towards a new funding paradigm
Steps towards a new funding paradigmSteps towards a new funding paradigm
Steps towards a new funding paradigmMzN International
 
Values Based Leadership April 2011 (3)
Values Based Leadership April 2011 (3)Values Based Leadership April 2011 (3)
Values Based Leadership April 2011 (3)Dr. Allan Kevin Francis LL.D 🇨🇦
 
Tell Me About Executive Agenda
Tell Me About Executive AgendaTell Me About Executive Agenda
Tell Me About Executive Agendaguest6d04ebc
 
SAJE Consulting Overview 11_2015
SAJE Consulting Overview 11_2015SAJE Consulting Overview 11_2015
SAJE Consulting Overview 11_2015Beth Gorell
 
The 6 Traits of a BTI Client Service All-Star
The 6 Traits of a BTI Client Service All-StarThe 6 Traits of a BTI Client Service All-Star
The 6 Traits of a BTI Client Service All-StarMichael Rynowecer
 
Private equity vc customer success
Private equity vc customer successPrivate equity vc customer success
Private equity vc customer successsdiec
 
Kevin Dean - Build and Work Your Strategy!
Kevin Dean - Build and Work Your Strategy!Kevin Dean - Build and Work Your Strategy!
Kevin Dean - Build and Work Your Strategy!SocialCrush
 
Don‘t restructure – build in steps
Don‘t restructure – build in stepsDon‘t restructure – build in steps
Don‘t restructure – build in stepsMzN International
 
Fundraising in a post covid-19 world
Fundraising in a post covid-19 worldFundraising in a post covid-19 world
Fundraising in a post covid-19 worldMzN International
 
Portland-Hope Menaker Boyce-Horizontal Fact Sheet
Portland-Hope Menaker Boyce-Horizontal Fact SheetPortland-Hope Menaker Boyce-Horizontal Fact Sheet
Portland-Hope Menaker Boyce-Horizontal Fact SheetHope Boyce, CWS
 
How to become a fundraising organisation not an organisation that fundraises
How to become a fundraising organisation not an organisation that fundraisesHow to become a fundraising organisation not an organisation that fundraises
How to become a fundraising organisation not an organisation that fundraisesNCVO - National Council for Voluntary Organisations
 
Current presentation leaders luncheon 2013
Current presentation leaders luncheon 2013Current presentation leaders luncheon 2013
Current presentation leaders luncheon 2013Current - Young Professionals Network
 
CPA Dispute Resolution Options
CPA Dispute Resolution OptionsCPA Dispute Resolution Options
CPA Dispute Resolution OptionsAlison James
 
12 Wealth Management Issues[2]
12 Wealth Management Issues[2]12 Wealth Management Issues[2]
12 Wealth Management Issues[2]ckenny
 
So cal service academy alumni vet angel fund - 2017-11-9
So cal service academy alumni vet angel fund - 2017-11-9So cal service academy alumni vet angel fund - 2017-11-9
So cal service academy alumni vet angel fund - 2017-11-9Michael Bennett
 
Cool Springs Capabilities Deck
Cool Springs Capabilities DeckCool Springs Capabilities Deck
Cool Springs Capabilities DeckLevel 5 Wealth
 
Advocacy: From the Backroom to the Boardroom
Advocacy: From the Backroom to the BoardroomAdvocacy: From the Backroom to the Boardroom
Advocacy: From the Backroom to the BoardroomInfluitive
 
Market Insights
Market InsightsMarket Insights
Market InsightsBPAS
 
BPAS Firm Update
BPAS Firm UpdateBPAS Firm Update
BPAS Firm UpdateBPAS
 

Weitere ähnliche Inhalte

Was ist angesagt?

7 Steps to Successfully Raise Sponsorship $'s for Your Nonprofit
7 Steps to Successfully Raise Sponsorship $'s for Your Nonprofit7 Steps to Successfully Raise Sponsorship $'s for Your Nonprofit
7 Steps to Successfully Raise Sponsorship $'s for Your NonprofitKuechle Consulting
 
Steps towards a new funding paradigm
Steps towards a new funding paradigmSteps towards a new funding paradigm
Steps towards a new funding paradigmMzN International
 
Tell Me About Executive Agenda
Tell Me About Executive AgendaTell Me About Executive Agenda
Tell Me About Executive Agendaguest6d04ebc
 
SAJE Consulting Overview 11_2015
SAJE Consulting Overview 11_2015SAJE Consulting Overview 11_2015
SAJE Consulting Overview 11_2015Beth Gorell
 
The 6 Traits of a BTI Client Service All-Star
The 6 Traits of a BTI Client Service All-StarThe 6 Traits of a BTI Client Service All-Star
The 6 Traits of a BTI Client Service All-StarMichael Rynowecer
 
Private equity vc customer success
Private equity vc customer successPrivate equity vc customer success
Private equity vc customer successsdiec
 
Kevin Dean - Build and Work Your Strategy!
Kevin Dean - Build and Work Your Strategy!Kevin Dean - Build and Work Your Strategy!
Kevin Dean - Build and Work Your Strategy!SocialCrush
 
Don‘t restructure – build in steps
Don‘t restructure – build in stepsDon‘t restructure – build in steps
Don‘t restructure – build in stepsMzN International
 
Fundraising in a post covid-19 world
Fundraising in a post covid-19 worldFundraising in a post covid-19 world
Fundraising in a post covid-19 worldMzN International
 
Portland-Hope Menaker Boyce-Horizontal Fact Sheet
Portland-Hope Menaker Boyce-Horizontal Fact SheetPortland-Hope Menaker Boyce-Horizontal Fact Sheet
Portland-Hope Menaker Boyce-Horizontal Fact SheetHope Boyce, CWS
 
CPA Dispute Resolution Options
CPA Dispute Resolution OptionsCPA Dispute Resolution Options
CPA Dispute Resolution OptionsAlison James
 
12 Wealth Management Issues[2]
12 Wealth Management Issues[2]12 Wealth Management Issues[2]
12 Wealth Management Issues[2]ckenny
 
So cal service academy alumni vet angel fund - 2017-11-9
So cal service academy alumni vet angel fund - 2017-11-9So cal service academy alumni vet angel fund - 2017-11-9
So cal service academy alumni vet angel fund - 2017-11-9Michael Bennett
 
Cool Springs Capabilities Deck
Cool Springs Capabilities DeckCool Springs Capabilities Deck
Cool Springs Capabilities DeckLevel 5 Wealth
 
Advocacy: From the Backroom to the Boardroom
Advocacy: From the Backroom to the BoardroomAdvocacy: From the Backroom to the Boardroom
Advocacy: From the Backroom to the BoardroomInfluitive
 

Was ist angesagt? (20)

Improving Donor Data
Improving Donor DataImproving Donor Data
Improving Donor Data
 
7 Steps to Successfully Raise Sponsorship $'s for Your Nonprofit
7 Steps to Successfully Raise Sponsorship $'s for Your Nonprofit7 Steps to Successfully Raise Sponsorship $'s for Your Nonprofit
7 Steps to Successfully Raise Sponsorship $'s for Your Nonprofit
 
Bay Equity Core Values
Bay Equity Core ValuesBay Equity Core Values
Bay Equity Core Values
 
Steps towards a new funding paradigm
Steps towards a new funding paradigmSteps towards a new funding paradigm
Steps towards a new funding paradigm
 
Values Based Leadership April 2011 (3)
Values Based Leadership April 2011 (3)Values Based Leadership April 2011 (3)
Values Based Leadership April 2011 (3)
 
Tell Me About Executive Agenda
Tell Me About Executive AgendaTell Me About Executive Agenda
Tell Me About Executive Agenda
 
SAJE Consulting Overview 11_2015
SAJE Consulting Overview 11_2015SAJE Consulting Overview 11_2015
SAJE Consulting Overview 11_2015
 
The 6 Traits of a BTI Client Service All-Star
The 6 Traits of a BTI Client Service All-StarThe 6 Traits of a BTI Client Service All-Star
The 6 Traits of a BTI Client Service All-Star
 
Private equity vc customer success
Private equity vc customer successPrivate equity vc customer success
Private equity vc customer success
 
Kevin Dean - Build and Work Your Strategy!
Kevin Dean - Build and Work Your Strategy!Kevin Dean - Build and Work Your Strategy!
Kevin Dean - Build and Work Your Strategy!
 
Don‘t restructure – build in steps
Don‘t restructure – build in stepsDon‘t restructure – build in steps
Don‘t restructure – build in steps
 
Fundraising in a post covid-19 world
Fundraising in a post covid-19 worldFundraising in a post covid-19 world
Fundraising in a post covid-19 world
 
Portland-Hope Menaker Boyce-Horizontal Fact Sheet
Portland-Hope Menaker Boyce-Horizontal Fact SheetPortland-Hope Menaker Boyce-Horizontal Fact Sheet
Portland-Hope Menaker Boyce-Horizontal Fact Sheet
 
How to become a fundraising organisation not an organisation that fundraises
How to become a fundraising organisation not an organisation that fundraisesHow to become a fundraising organisation not an organisation that fundraises
How to become a fundraising organisation not an organisation that fundraises
 
Current presentation leaders luncheon 2013
Current presentation leaders luncheon 2013Current presentation leaders luncheon 2013
Current presentation leaders luncheon 2013
 
CPA Dispute Resolution Options
CPA Dispute Resolution OptionsCPA Dispute Resolution Options
CPA Dispute Resolution Options
 
12 Wealth Management Issues[2]
12 Wealth Management Issues[2]12 Wealth Management Issues[2]
12 Wealth Management Issues[2]
 
So cal service academy alumni vet angel fund - 2017-11-9
So cal service academy alumni vet angel fund - 2017-11-9So cal service academy alumni vet angel fund - 2017-11-9
So cal service academy alumni vet angel fund - 2017-11-9
 
Cool Springs Capabilities Deck
Cool Springs Capabilities DeckCool Springs Capabilities Deck
Cool Springs Capabilities Deck
 
Advocacy: From the Backroom to the Boardroom
Advocacy: From the Backroom to the BoardroomAdvocacy: From the Backroom to the Boardroom
Advocacy: From the Backroom to the Boardroom
 

Andere mochten auch

Market Insights
Market InsightsMarket Insights
Market InsightsBPAS
 
BPAS Firm Update
BPAS Firm UpdateBPAS Firm Update
BPAS Firm UpdateBPAS
 
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz Kaido
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz KaidoThe Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz Kaido
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz KaidoBPAS
 
The Retirement Landscape: Technical and Legal Update
The Retirement Landscape: Technical and Legal UpdateThe Retirement Landscape: Technical and Legal Update
The Retirement Landscape: Technical and Legal UpdateBPAS
 
Broadening the Scope of Your Practice
Broadening the Scope of Your PracticeBroadening the Scope of Your Practice
Broadening the Scope of Your PracticeBPAS
 
Managing Investment Return Experiences and Expectations - Greg Woods and Panel
Managing Investment Return Experiences and Expectations - Greg Woods and PanelManaging Investment Return Experiences and Expectations - Greg Woods and Panel
Managing Investment Return Experiences and Expectations - Greg Woods and PanelBPAS
 
Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...
Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...
Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...BPAS
 
Strategies to Overcome Objections to Auto Plans - Elizabeth Kaido
Strategies to Overcome Objections to Auto Plans - Elizabeth KaidoStrategies to Overcome Objections to Auto Plans - Elizabeth Kaido
Strategies to Overcome Objections to Auto Plans - Elizabeth KaidoBPAS
 

Andere mochten auch (8)

Market Insights
Market InsightsMarket Insights
Market Insights
 
BPAS Firm Update
BPAS Firm UpdateBPAS Firm Update
BPAS Firm Update
 
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz Kaido
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz KaidoThe Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz Kaido
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz Kaido
 
The Retirement Landscape: Technical and Legal Update
The Retirement Landscape: Technical and Legal UpdateThe Retirement Landscape: Technical and Legal Update
The Retirement Landscape: Technical and Legal Update
 
Broadening the Scope of Your Practice
Broadening the Scope of Your PracticeBroadening the Scope of Your Practice
Broadening the Scope of Your Practice
 
Managing Investment Return Experiences and Expectations - Greg Woods and Panel
Managing Investment Return Experiences and Expectations - Greg Woods and PanelManaging Investment Return Experiences and Expectations - Greg Woods and Panel
Managing Investment Return Experiences and Expectations - Greg Woods and Panel
 
Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...
Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...
Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...
 
Strategies to Overcome Objections to Auto Plans - Elizabeth Kaido
Strategies to Overcome Objections to Auto Plans - Elizabeth KaidoStrategies to Overcome Objections to Auto Plans - Elizabeth Kaido
Strategies to Overcome Objections to Auto Plans - Elizabeth Kaido
 

Ähnlich wie Growing Your Practice in a Fee-Compressed Environment

Schenck MA Introduction
Schenck MA IntroductionSchenck MA Introduction
Schenck MA Introductionlbanach
 
Advocamp: Michael Beahm
Advocamp: Michael BeahmAdvocamp: Michael Beahm
Advocamp: Michael BeahmInfluitive
 
BricConsulting overview
BricConsulting overviewBricConsulting overview
BricConsulting overviewBrian Crew
 
Creating a Global Customer Advocacy Program
Creating a Global Customer Advocacy ProgramCreating a Global Customer Advocacy Program
Creating a Global Customer Advocacy ProgramGainsight
 
PROOF: Employee Engagement = Business Success
PROOF: Employee Engagement = Business SuccessPROOF: Employee Engagement = Business Success
PROOF: Employee Engagement = Business SuccessOn The Edge
 
The Art of Closing the Deal Presented at For the Win Women's Symposium
The Art of Closing the Deal Presented at For the Win Women's Symposium The Art of Closing the Deal Presented at For the Win Women's Symposium
The Art of Closing the Deal Presented at For the Win Women's Symposium Jean Kristensen
 
Chairman's Network presentation
Chairman's Network presentationChairman's Network presentation
Chairman's Network presentationKaren Galpin
 
Getting Executives on Board with Change Management
Getting Executives on Board with Change ManagementGetting Executives on Board with Change Management
Getting Executives on Board with Change ManagementProsci ANZ
 
How to Successfully Pitch
How to Successfully PitchHow to Successfully Pitch
How to Successfully Pitchideatoipo
 
SkyView M&A and Financing Power Lunch
SkyView M&A and Financing Power LunchSkyView M&A and Financing Power Lunch
SkyView M&A and Financing Power LunchSkyView Partners
 
Supernova ideas for creating value ppp
Supernova ideas for creating value pppSupernova ideas for creating value ppp
Supernova ideas for creating value pppRobert Knapp
 
M&A and Financing Webinar 12/06/18
M&A and Financing Webinar 12/06/18M&A and Financing Webinar 12/06/18
M&A and Financing Webinar 12/06/18SkyView Partners
 
M&A and Financing Webinar - February 14th
M&A and Financing Webinar - February 14thM&A and Financing Webinar - February 14th
M&A and Financing Webinar - February 14thSuccession Lending
 
Envision Maine Conference - September 2014
Envision Maine Conference - September 2014Envision Maine Conference - September 2014
Envision Maine Conference - September 2014Shannon Kinney
 
How to Start a Wealth Management Program (Webinar Slides) | Money Concepts
How to Start a Wealth Management Program (Webinar Slides) | Money ConceptsHow to Start a Wealth Management Program (Webinar Slides) | Money Concepts
How to Start a Wealth Management Program (Webinar Slides) | Money ConceptsNAFCU Services Corporation
 

Ähnlich wie Growing Your Practice in a Fee-Compressed Environment (20)

Advisory Practice Financing
Advisory Practice Financing Advisory Practice Financing
Advisory Practice Financing
 
Schenck MA Introduction
Schenck MA IntroductionSchenck MA Introduction
Schenck MA Introduction
 
Advocamp: Michael Beahm
Advocamp: Michael BeahmAdvocamp: Michael Beahm
Advocamp: Michael Beahm
 
BricConsulting overview
BricConsulting overviewBricConsulting overview
BricConsulting overview
 
Creating a Global Customer Advocacy Program
Creating a Global Customer Advocacy ProgramCreating a Global Customer Advocacy Program
Creating a Global Customer Advocacy Program
 
First Bank Presentation
First Bank PresentationFirst Bank Presentation
First Bank Presentation
 
Open house
Open houseOpen house
Open house
 
PROOF: Employee Engagement = Business Success
PROOF: Employee Engagement = Business SuccessPROOF: Employee Engagement = Business Success
PROOF: Employee Engagement = Business Success
 
The Art of Closing the Deal Presented at For the Win Women's Symposium
The Art of Closing the Deal Presented at For the Win Women's Symposium The Art of Closing the Deal Presented at For the Win Women's Symposium
The Art of Closing the Deal Presented at For the Win Women's Symposium
 
Chairman's Network presentation
Chairman's Network presentationChairman's Network presentation
Chairman's Network presentation
 
Getting Executives on Board with Change Management
Getting Executives on Board with Change ManagementGetting Executives on Board with Change Management
Getting Executives on Board with Change Management
 
How to Successfully Pitch
How to Successfully PitchHow to Successfully Pitch
How to Successfully Pitch
 
SkyView M&A and Financing Power Lunch
SkyView M&A and Financing Power LunchSkyView M&A and Financing Power Lunch
SkyView M&A and Financing Power Lunch
 
Supernova ideas for creating value ppp
Supernova ideas for creating value pppSupernova ideas for creating value ppp
Supernova ideas for creating value ppp
 
Brand Advocate Marketing Playbook
Brand Advocate Marketing PlaybookBrand Advocate Marketing Playbook
Brand Advocate Marketing Playbook
 
M&A and Financing Webinar 12/06/18
M&A and Financing Webinar 12/06/18M&A and Financing Webinar 12/06/18
M&A and Financing Webinar 12/06/18
 
M&A and Financing Webinar - February 14th
M&A and Financing Webinar - February 14thM&A and Financing Webinar - February 14th
M&A and Financing Webinar - February 14th
 
Envision Maine Conference - September 2014
Envision Maine Conference - September 2014Envision Maine Conference - September 2014
Envision Maine Conference - September 2014
 
SB Member Meeting London
SB Member Meeting LondonSB Member Meeting London
SB Member Meeting London
 
How to Start a Wealth Management Program (Webinar Slides) | Money Concepts
How to Start a Wealth Management Program (Webinar Slides) | Money ConceptsHow to Start a Wealth Management Program (Webinar Slides) | Money Concepts
How to Start a Wealth Management Program (Webinar Slides) | Money Concepts
 

Mehr von BPAS

Advisor Defined Session - Paul Neveu
Advisor Defined Session - Paul NeveuAdvisor Defined Session - Paul Neveu
Advisor Defined Session - Paul NeveuBPAS
 
BPAS Partner Best Practice - Paul Neveu
BPAS Partner Best Practice - Paul NeveuBPAS Partner Best Practice - Paul Neveu
BPAS Partner Best Practice - Paul NeveuBPAS
 
Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...
Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...
Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...BPAS
 
Considering MEPs and METs - Brian Nicholson
Considering MEPs and METs - Brian NicholsonConsidering MEPs and METs - Brian Nicholson
Considering MEPs and METs - Brian NicholsonBPAS
 
Managing Participants Beyond Termination of Employment - Robert Malczyk
Managing Participants Beyond Termination of Employment - Robert MalczykManaging Participants Beyond Termination of Employment - Robert Malczyk
Managing Participants Beyond Termination of Employment - Robert MalczykBPAS
 
Top 5 Mistakes that Plan Sponsors Make - Maryann Geary
Top 5 Mistakes that Plan Sponsors Make - Maryann GearyTop 5 Mistakes that Plan Sponsors Make - Maryann Geary
Top 5 Mistakes that Plan Sponsors Make - Maryann GearyBPAS
 
Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...
Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...
Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...BPAS
 
Cash Balance Plans - Ken Prell - Jason Disco
Cash Balance Plans - Ken Prell - Jason DiscoCash Balance Plans - Ken Prell - Jason Disco
Cash Balance Plans - Ken Prell - Jason DiscoBPAS
 
Adding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan Tiernan
Adding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan TiernanAdding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan Tiernan
Adding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan TiernanBPAS
 
Navigating the “Promised Land”
Navigating the “Promised Land”Navigating the “Promised Land”
Navigating the “Promised Land”BPAS
 
Stopping the Race to the Bottom - Thomas Kmak
Stopping the Race to the Bottom - Thomas KmakStopping the Race to the Bottom - Thomas Kmak
Stopping the Race to the Bottom - Thomas KmakBPAS
 
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...BPAS
 
Maximizing Plan Assets
Maximizing Plan AssetsMaximizing Plan Assets
Maximizing Plan AssetsBPAS
 
Creative DC/DB Plan Design & Case Studies
Creative DC/DB Plan Design & Case StudiesCreative DC/DB Plan Design & Case Studies
Creative DC/DB Plan Design & Case StudiesBPAS
 
Bpaspc acampora-ralph-market-insights
Bpaspc acampora-ralph-market-insightsBpaspc acampora-ralph-market-insights
Bpaspc acampora-ralph-market-insightsBPAS
 
Update on BPAS as Your Retirement Plan Partner and Evolution of the DC Servic...
Update on BPAS as Your Retirement Plan Partner and Evolution of the DC Servic...Update on BPAS as Your Retirement Plan Partner and Evolution of the DC Servic...
Update on BPAS as Your Retirement Plan Partner and Evolution of the DC Servic...BPAS
 

Mehr von BPAS (16)

Advisor Defined Session - Paul Neveu
Advisor Defined Session - Paul NeveuAdvisor Defined Session - Paul Neveu
Advisor Defined Session - Paul Neveu
 
BPAS Partner Best Practice - Paul Neveu
BPAS Partner Best Practice - Paul NeveuBPAS Partner Best Practice - Paul Neveu
BPAS Partner Best Practice - Paul Neveu
 
Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...
Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...
Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...
 
Considering MEPs and METs - Brian Nicholson
Considering MEPs and METs - Brian NicholsonConsidering MEPs and METs - Brian Nicholson
Considering MEPs and METs - Brian Nicholson
 
Managing Participants Beyond Termination of Employment - Robert Malczyk
Managing Participants Beyond Termination of Employment - Robert MalczykManaging Participants Beyond Termination of Employment - Robert Malczyk
Managing Participants Beyond Termination of Employment - Robert Malczyk
 
Top 5 Mistakes that Plan Sponsors Make - Maryann Geary
Top 5 Mistakes that Plan Sponsors Make - Maryann GearyTop 5 Mistakes that Plan Sponsors Make - Maryann Geary
Top 5 Mistakes that Plan Sponsors Make - Maryann Geary
 
Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...
Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...
Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...
 
Cash Balance Plans - Ken Prell - Jason Disco
Cash Balance Plans - Ken Prell - Jason DiscoCash Balance Plans - Ken Prell - Jason Disco
Cash Balance Plans - Ken Prell - Jason Disco
 
Adding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan Tiernan
Adding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan TiernanAdding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan Tiernan
Adding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan Tiernan
 
Navigating the “Promised Land”
Navigating the “Promised Land”Navigating the “Promised Land”
Navigating the “Promised Land”
 
Stopping the Race to the Bottom - Thomas Kmak
Stopping the Race to the Bottom - Thomas KmakStopping the Race to the Bottom - Thomas Kmak
Stopping the Race to the Bottom - Thomas Kmak
 
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
 
Maximizing Plan Assets
Maximizing Plan AssetsMaximizing Plan Assets
Maximizing Plan Assets
 
Creative DC/DB Plan Design & Case Studies
Creative DC/DB Plan Design & Case StudiesCreative DC/DB Plan Design & Case Studies
Creative DC/DB Plan Design & Case Studies
 
Bpaspc acampora-ralph-market-insights
Bpaspc acampora-ralph-market-insightsBpaspc acampora-ralph-market-insights
Bpaspc acampora-ralph-market-insights
 
Update on BPAS as Your Retirement Plan Partner and Evolution of the DC Servic...
Update on BPAS as Your Retirement Plan Partner and Evolution of the DC Servic...Update on BPAS as Your Retirement Plan Partner and Evolution of the DC Servic...
Update on BPAS as Your Retirement Plan Partner and Evolution of the DC Servic...
 

Kürzlich hochgeladen

Business Principles, Tools, and Techniques in Participating in Various Types...
Business Principles, Tools, and Techniques in Participating in Various Types...Business Principles, Tools, and Techniques in Participating in Various Types...
Business Principles, Tools, and Techniques in Participating in Various Types...jeffreytingson
 
In Sharjah ௵(+971)558539980 *_௵abortion pills now available.
In Sharjah ௵(+971)558539980 *_௵abortion pills now available.In Sharjah ௵(+971)558539980 *_௵abortion pills now available.
In Sharjah ௵(+971)558539980 *_௵abortion pills now available.hyt3577
 
Bhubaneswar🌹Ravi Tailkes ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...
Bhubaneswar🌹Ravi Tailkes ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...Bhubaneswar🌹Ravi Tailkes ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...
Bhubaneswar🌹Ravi Tailkes ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...Call Girls Mumbai
 
Turbhe Fantastic Escorts📞📞9833754194 Kopar Khairane Marathi Call Girls-Kopar ...
Turbhe Fantastic Escorts📞📞9833754194 Kopar Khairane Marathi Call Girls-Kopar ...Turbhe Fantastic Escorts📞📞9833754194 Kopar Khairane Marathi Call Girls-Kopar ...
Turbhe Fantastic Escorts📞📞9833754194 Kopar Khairane Marathi Call Girls-Kopar ...priyasharma62062
 
7 tips trading Deriv Accumulator Options
7 tips trading Deriv Accumulator Options7 tips trading Deriv Accumulator Options
7 tips trading Deriv Accumulator OptionsVince Stanzione
 
Technology industry / Finnish economic outlook
Technology industry / Finnish economic outlookTechnology industry / Finnish economic outlook
Technology industry / Finnish economic outlookTechFinland
 
Toronto dominion bank investor presentation.pdf
Toronto dominion bank investor presentation.pdfToronto dominion bank investor presentation.pdf
Toronto dominion bank investor presentation.pdfJinJiang6
 
Dubai Call Girls Deira O525547819 Dubai Call Girls Bur Dubai Multiple
Dubai Call Girls Deira O525547819 Dubai Call Girls Bur Dubai MultipleDubai Call Girls Deira O525547819 Dubai Call Girls Bur Dubai Multiple
Dubai Call Girls Deira O525547819 Dubai Call Girls Bur Dubai Multiplekojalpk89
 
Bhubaneswar🌹Kalpana Mesuem ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...
Bhubaneswar🌹Kalpana Mesuem ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...Bhubaneswar🌹Kalpana Mesuem ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...
Bhubaneswar🌹Kalpana Mesuem ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...Call Girls Mumbai
 
Explore Dual Citizenship in Africa | Citizenship Benefits & Requirements
Explore Dual Citizenship in Africa | Citizenship Benefits & RequirementsExplore Dual Citizenship in Africa | Citizenship Benefits & Requirements
Explore Dual Citizenship in Africa | Citizenship Benefits & Requirementsmarketingkingdomofku
 
Call Girls in Benson Town / 8250092165 Genuine Call girls with real Photos an...
Call Girls in Benson Town / 8250092165 Genuine Call girls with real Photos an...Call Girls in Benson Town / 8250092165 Genuine Call girls with real Photos an...
Call Girls in Benson Town / 8250092165 Genuine Call girls with real Photos an...kajal
 
Female Escorts Service in Hyderabad Starting with 5000/- for Savita Escorts S...
Female Escorts Service in Hyderabad Starting with 5000/- for Savita Escorts S...Female Escorts Service in Hyderabad Starting with 5000/- for Savita Escorts S...
Female Escorts Service in Hyderabad Starting with 5000/- for Savita Escorts S...kajalverma014
 
Pension dashboards forum 1 May 2024 (1).pdf
Pension dashboards forum 1 May 2024 (1).pdfPension dashboards forum 1 May 2024 (1).pdf
Pension dashboards forum 1 May 2024 (1).pdfHenry Tapper
 
Lion One Corporate Presentation May 2024
Lion One Corporate Presentation May 2024Lion One Corporate Presentation May 2024
Lion One Corporate Presentation May 2024Adnet Communications
 
Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...
Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...
Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...batoole333
 
Q1 2024 Conference Call Presentation vF.pdf
Q1 2024 Conference Call Presentation vF.pdfQ1 2024 Conference Call Presentation vF.pdf
Q1 2024 Conference Call Presentation vF.pdfAdnet Communications
 
Virar Best Sex Call Girls Number-📞📞9833754194-Poorbi Nalasopara Housewife Cal...
Virar Best Sex Call Girls Number-📞📞9833754194-Poorbi Nalasopara Housewife Cal...Virar Best Sex Call Girls Number-📞📞9833754194-Poorbi Nalasopara Housewife Cal...
Virar Best Sex Call Girls Number-📞📞9833754194-Poorbi Nalasopara Housewife Cal...priyasharma62062
 
Call Girls Howrah ( 8250092165 ) Cheap rates call girls | Get low budget
Call Girls Howrah ( 8250092165 ) Cheap rates call girls | Get low budgetCall Girls Howrah ( 8250092165 ) Cheap rates call girls | Get low budget
Call Girls Howrah ( 8250092165 ) Cheap rates call girls | Get low budgetSareena Khatun
 

Kürzlich hochgeladen (20)

Business Principles, Tools, and Techniques in Participating in Various Types...
Business Principles, Tools, and Techniques in Participating in Various Types...Business Principles, Tools, and Techniques in Participating in Various Types...
Business Principles, Tools, and Techniques in Participating in Various Types...
 
In Sharjah ௵(+971)558539980 *_௵abortion pills now available.
In Sharjah ௵(+971)558539980 *_௵abortion pills now available.In Sharjah ௵(+971)558539980 *_௵abortion pills now available.
In Sharjah ௵(+971)558539980 *_௵abortion pills now available.
 
Bhubaneswar🌹Ravi Tailkes ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...
Bhubaneswar🌹Ravi Tailkes ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...Bhubaneswar🌹Ravi Tailkes ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...
Bhubaneswar🌹Ravi Tailkes ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...
 
Turbhe Fantastic Escorts📞📞9833754194 Kopar Khairane Marathi Call Girls-Kopar ...
Turbhe Fantastic Escorts📞📞9833754194 Kopar Khairane Marathi Call Girls-Kopar ...Turbhe Fantastic Escorts📞📞9833754194 Kopar Khairane Marathi Call Girls-Kopar ...
Turbhe Fantastic Escorts📞📞9833754194 Kopar Khairane Marathi Call Girls-Kopar ...
 
7 tips trading Deriv Accumulator Options
7 tips trading Deriv Accumulator Options7 tips trading Deriv Accumulator Options
7 tips trading Deriv Accumulator Options
 
Call Girls in Tilak Nagar (delhi) call me [🔝9953056974🔝] escort service 24X7
Call Girls in Tilak Nagar (delhi) call me [🔝9953056974🔝] escort service 24X7Call Girls in Tilak Nagar (delhi) call me [🔝9953056974🔝] escort service 24X7
Call Girls in Tilak Nagar (delhi) call me [🔝9953056974🔝] escort service 24X7
 
Technology industry / Finnish economic outlook
Technology industry / Finnish economic outlookTechnology industry / Finnish economic outlook
Technology industry / Finnish economic outlook
 
Toronto dominion bank investor presentation.pdf
Toronto dominion bank investor presentation.pdfToronto dominion bank investor presentation.pdf
Toronto dominion bank investor presentation.pdf
 
Dubai Call Girls Deira O525547819 Dubai Call Girls Bur Dubai Multiple
Dubai Call Girls Deira O525547819 Dubai Call Girls Bur Dubai MultipleDubai Call Girls Deira O525547819 Dubai Call Girls Bur Dubai Multiple
Dubai Call Girls Deira O525547819 Dubai Call Girls Bur Dubai Multiple
 
Bhubaneswar🌹Kalpana Mesuem ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...
Bhubaneswar🌹Kalpana Mesuem ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...Bhubaneswar🌹Kalpana Mesuem ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...
Bhubaneswar🌹Kalpana Mesuem ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...
 
Explore Dual Citizenship in Africa | Citizenship Benefits & Requirements
Explore Dual Citizenship in Africa | Citizenship Benefits & RequirementsExplore Dual Citizenship in Africa | Citizenship Benefits & Requirements
Explore Dual Citizenship in Africa | Citizenship Benefits & Requirements
 
Call Girls in Benson Town / 8250092165 Genuine Call girls with real Photos an...
Call Girls in Benson Town / 8250092165 Genuine Call girls with real Photos an...Call Girls in Benson Town / 8250092165 Genuine Call girls with real Photos an...
Call Girls in Benson Town / 8250092165 Genuine Call girls with real Photos an...
 
Female Escorts Service in Hyderabad Starting with 5000/- for Savita Escorts S...
Female Escorts Service in Hyderabad Starting with 5000/- for Savita Escorts S...Female Escorts Service in Hyderabad Starting with 5000/- for Savita Escorts S...
Female Escorts Service in Hyderabad Starting with 5000/- for Savita Escorts S...
 
Pension dashboards forum 1 May 2024 (1).pdf
Pension dashboards forum 1 May 2024 (1).pdfPension dashboards forum 1 May 2024 (1).pdf
Pension dashboards forum 1 May 2024 (1).pdf
 
Lion One Corporate Presentation May 2024
Lion One Corporate Presentation May 2024Lion One Corporate Presentation May 2024
Lion One Corporate Presentation May 2024
 
Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...
Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...
Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...
 
Q1 2024 Conference Call Presentation vF.pdf
Q1 2024 Conference Call Presentation vF.pdfQ1 2024 Conference Call Presentation vF.pdf
Q1 2024 Conference Call Presentation vF.pdf
 
W.D. Gann Theory Complete Information.pdf
W.D. Gann Theory Complete Information.pdfW.D. Gann Theory Complete Information.pdf
W.D. Gann Theory Complete Information.pdf
 
Virar Best Sex Call Girls Number-📞📞9833754194-Poorbi Nalasopara Housewife Cal...
Virar Best Sex Call Girls Number-📞📞9833754194-Poorbi Nalasopara Housewife Cal...Virar Best Sex Call Girls Number-📞📞9833754194-Poorbi Nalasopara Housewife Cal...
Virar Best Sex Call Girls Number-📞📞9833754194-Poorbi Nalasopara Housewife Cal...
 
Call Girls Howrah ( 8250092165 ) Cheap rates call girls | Get low budget
Call Girls Howrah ( 8250092165 ) Cheap rates call girls | Get low budgetCall Girls Howrah ( 8250092165 ) Cheap rates call girls | Get low budget
Call Girls Howrah ( 8250092165 ) Cheap rates call girls | Get low budget
 

Growing Your Practice in a Fee-Compressed Environment

  • 1. STRONGER Strategies for success 2015 Partner Conference together Growing your Practice in a Fee Compressed Environment Moderator: Nick Petralia, Senior Sales Consultant, BPAS, featuring: • Wayne Braun, Manager, Retirement Services, Peoples United Bank • Sean McGarry, AIF, Vice President Retirement Plan Services, Rockland Trust • Sean Orick, Fiduciary Consultant, Pension Advisors
  • 2. 2015 Partner ConferenceStronger Together Welcome Meet our Panelists: • Wayne Braun, Manager, Retirement Services, Peoples United Bank • Sean McGarry, AIF, Vice President, Retirement Plan Services, Rockland Trust • Sean Orick, Fiduciary Consultant, Pension Advisors
  • 3. 2015 Partner ConferenceStronger Together Topics for Discussion What is your process for getting clients to understand the services you provide? • In the Sales Process • With Existing Clients
  • 4. 2015 Partner ConferenceStronger Together Questions Thank you • Nick Petralia, Senior Sales Consultant, BPAS • Wayne Braun, Manager, Retirement Services, Peoples United Bank • Sean McGarry, AIF, Vice President Retirement Plan Services, Rockland Trust • Sean Orick, Fiduciary Consultant, Pension Advisors