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Industry Leader Interviews

November 2021 Full Video Interview with Industry Leader Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services

Our blog posts for November, contains highlights of 5 questions we asked our Industry Leader, Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services, ...
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How are you addressing the challenge of hiring retirement plan administrators in your own organization, in terms of recruiting and hiring talent?

Industry Leader Interview, with Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services Dawn Hynes Question: How are you addressing the challenge of hiring ...
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Can you share how you have grown your sales and marketing focus over the years?

Industry Leader Interview, with Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services Dawn Hynes Question: You have been a pioneer in adding a ...
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Can you share a success story on how social media has driven advisors and sales for you?

Industry Leader Interview, with Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services Dawn Hynes Question: You mentioned from one of your social media ...
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How can TPAs who haven’t hired a sales/marketing person, get started?

Industry Leader Interview, with Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services Dawn Hynes Question: For the TPA that is not doing any ...
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What are your thoughts on the TPA profitability challenge?

Industry Leader Interview, with Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services Dawn Hynes Question: Another thing I hear from TPAs is that ...
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What is your outlook on 2022 and TPA challenges and opportunities?

Industry Leader Interview, with Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services Dawn Hynes Question: As someone who is out there and interacting ...
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What is the biggest challenge for the mid-sized regional TPA?

Industry Leader Interview, with Russell Hooker, EVP Nova 401k Associates Dawn Hynes Question: Let’s talk for a moment about some other challenges.  What do you ...
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What other ways can TPAs be relevant with advisors and sponsors?

Industry Leader Interview, with Russell Hooker, EVP Nova 401k Associates Dawn Hynes Question: What other ways can TPAs be relevant with advisors, with sponsors?  Are ...
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Other than record keeping wholesalers, what other distribution channels are you having success with?

Industry Leader Interview, with Russell Hooker, EVP Nova 401k Associates Dawn Hynes Question: What about the DC-IOs, with fewer wholesalers to tap into on the ...
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What are some areas TPAs can take advantage of to win take-over opportunities right now?

Industry Leader Interview, with Russell Hooker, EVP Nova 401k Associates Dawn Hynes Question: What are some other areas where you (TPAs) can take advantage of ...
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What’s your outlook for the 2021 Fall Selling Season?

Industry Leader Interview, with Russell Hooker, EVP Nova 401k Associates Dawn Hynes Question: Moving into August, coming up on the start of Fall Selling Season, ...
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