Making the most of retirement advisory board meetings
Retirement advisory boards can be invaluable to your business, but the fastest way to make them fail is to make them all about you.
Retirement advisory boards can be invaluable to your business, but the fastest way to make them fail is to make them all about you. Participation and the meetings themselves must be a winning proposition for board members, not just you.
At a recent workshop, one adviser told me that he didn’
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