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How does one balance great customer service with consistent or even aggressive growth? The answer is this: by developing a successful onboarding process.READ MORE
The P2P Training Institute powered by PensionPro is featuring a robust training calendar for 2017, focused on your specific needs.READ MORE
One simple sales tactic has led Retirement Plan Administrators (RPA) to impressive growth: follow up. “It’s just something TPA firms traditionally haven’t been good at,” said Katrina Moody, founding partner at RPA. “We’re not salespeople, we’re technicians.” But Moody and her partner, Peggy Smith, changed that.READ MORE