Why did you win? Why did you lose? What can your team do to improve?
WinMore Plans specializes in conducting candid conversations with prospective clients.
We gather constructive feedback, uncover why clients want to work with your team, and provide actionable recommendations to help you win more business.
For the past seven years, WinMore Plans has worked with a large recordkeeper to help them better understand why they are winning and losing institutional retirement plan business. Throughout the project, we have delivered results as value-add sessions for business partners such as advisors and consultants.
Robin Green and her team at WinMore Plans have over 30+ years of retirement industry experience and have conducted Win/Loss reviews with over 8 major recordkeepers.
Plan sponsors are working harder than ever to keep incumbent advisors in their roles. But why do they stay? And what encourages plan sponsors to make a change?
Robin has consulted with dozens of retirement plan consultants to find out why they win, why they lose, what differentiates their firm, and how to improve their overall sales process.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.