Our blog posts for November, contains highlights of 5 questions we asked our Industry Leader, Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services, last month. However, we covered MORE in our full interview with this industry leader. I am delighted to share the video of our full interview with Michelle here and we …
Industry Leader Interview, with Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services Dawn Hynes Question: How are you addressing the challenge of hiring retirement plan administrators in your own organization, in terms of recruiting and hiring good talent? Michelle Marsh Answer: With our service level (not our consultant level), we have had a …
Industry Leader Interview, with Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services Dawn Hynes Question: You have been a pioneer in adding a sales staff to your organization and pioneering marketing and social media outreach, how did you start years ago with the salesperson and how has that evolved in a continuing effort …
Can you share how you have grown your sales and marketing focus over the years? Read More »
Industry Leader Interview, with Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services Dawn Hynes Question: You mentioned from one of your social media posts that you had the Head of a Broker-Dealer call you based on the content you posted. Can you share this success story? Michelle Marsh Answer: We post on LinkedIn, …
Can you share a success story on how social media has driven advisors and sales for you? Read More »
Industry Leader Interview, with Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services Dawn Hynes Question: For the TPA that is not doing any of this, what would you say to them in terms of taking baby steps to get into a position where they start to experience the kind of success you’re enjoying? …
How can TPAs who haven’t hired a sales/marketing person, get started? Read More »
Industry Leader Interview, with Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services Dawn Hynes Question: Another thing I hear from TPAs is that they are getting pressed to reduce their fees. Advisors and record keepers are pressing them, but they are being asked to do more and more work. How are you addressing …
What are your thoughts on the TPA profitability challenge? Read More »
Industry Leader Interview, with Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services Dawn Hynes Question: As someone who is out there and interacting with a lot of folks in the industry, what is your outlook on 2022? What do you think is the biggest challenge and the biggest opportunity for TPAs in our …
What is your outlook on 2022 and TPA challenges and opportunities? Read More »
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 see coming upon on the end of the year as the biggest challenge for the midsize regional TPA out there? Russell Hooker Answer: I think it’s the impact of the …
What is the biggest challenge for the mid-sized regional TPA? Read More »
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 you thinking legislatively, educating them on Secure 2.0? What are some other ways can TPAs be thinking about doing that? Russell Hooker Answer: Dawn one of the things you are …
What other ways can TPAs be relevant with advisors and sponsors? Read More »
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 on the record keeping side are you making more of the DCIO opportunities and what about like the possibility of partnering with these annuity providers that are starting to come …