Did you know that approximately 10-12% of plan sponsors actively shop their plan every year?

Tune in to Rebecca Hourihan’s conversation with Eric Ryles, Vice President, of Customer Solutions at ALM Media, LLC (parent company of Judy Diamond Associates). They explore ways to improve prospecting and enhance client retention, as well as telltale signs a plan sponsor might be at risk of leaving.

Eric and Rebecca discuss:

How advisors can utilize the Form 5500 data to gain actionable insights
Crucial metrics that may signal a plan’s performance
The importance of benchmarking (and the role of Judy Diamond Associates 2023 Annual 401(k) Benchmark Report)
Eric’s guidance to advisors looking to differentiate from their competitors
And more

Resources:

Retirement Plan Marketing Membership
2023 Annual 401(k) Benchmark Report

Connect with Eric Ryles:

Eryles@alm.com
LinkedIn: Eric Ryles
Judy Diamond Associates

Connect with Rebecca Hourihan:

rebecca@401k-marketing.com
(619) 230 – 5464
401(k) Marketing
LinkedIn: Rebecca Hourihan
LinkedIn: 401(k) Marketing
Schedule a meeting with 401(k) Marketing

How to Elevate Your Prospecting and Client Retention with Eric Ryles (Ep. 40)