"Robin's presentation was the best 45-minute session I have been to in a long time. There was not a single slide that I did not find valuable in your presentation."
“This is just what we were looking for to get an edge! We are already incorporating these ideas into our current RFP responses.”
“We’ve been trying to get a meeting with this DC specialist advisor for years! This thought leadership and content makes the difference!”
“I asked WinMore Plans to help with two different projects because of the team’s passion for – and understanding of - the retirement pan market. Robin and Quinn efficiently dig in and provide meaningful content and provide business development ideas along the way. The first project was a qualitative study on how DC specialist advisors feel about a recordkeeping firm breaking into the large market. The results truly shaped our go-forward strategy! The second time I asked the team to deliver research and white paper content full of best practices for higher-ed plan sponsors and advisors. They nailed it. I appreciate knowing I can reach out to a team of industry experts who can research, write and deliver above and beyond my expectations.”
“The small market recordkeeping research report you crafted is very helpful with a lot of detail. It is influencing our future pricing strategy. I’m surprised how much data you were able to get so quickly!”
“Thank you so much for the awesome work on our Client Satisfaction Survey. I can’t wait to work with you again!”
"The first word that comes to mind when I think of Robin is inspirational. As a leader she inspires her team to bring their best talent to the table every day. Whether you are an analyst, a content developer, a strategic thinker, or a designer, she knows how to motivate individuals to work as a team to develop a superior product for clients. Robin lets her team test and stretch their skills, and provides solid feedback on success and opportunities to further improve.
Underscoring all that, she is fun--there's never a dull moment and you can always count on her for a quick word game or puzzle to get creativity flowing at the beginning of a work session. Robin's clients receive the same positive energy and a true subject matter expert. Her clients may count on clear communication through all phases of a project; a desire to understand and solve for their unique needs and challenges; in-depth research and analysis of both qualitative and quantitative results; thought leadership and new ideas shared through quick insight messages and comprehensive reports; and a consultative review at the end of each project.
Robin will meet all deliverable requirements, but it's that "little extra" she has a way of providing that exceeds expectations and keeps you wanting more."
"Robin and I worked closely together to support a large M&A integration/brand project and various financial services consulting engagements. The collaboration was very smooth and her assistance/expertise definitely made a huge impact on our team success. I love her positive attitude and she was my go-to person when I needed financial services research and advice. Anyone would be lucky to partner with her on future research or consulting projects given she does whatever it takes to help gets things done. I’d definitely work with Robin again!"
Steve, DC Recordkeeper Wholesaler Leadership
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