Year-end plan reviews are the perfect time to demonstrate your value and address any concerns your plan sponsor clients may have, Bob Kaplan, ING U.S.s National Retirement Consultant, told advisors during a webinar Tuesday.
The webinar focused on how advisors can help differentiate themselves during the review process by reviewing their accomplishments for this year and managing client expectations for 2013. Kaplan, an industry veteran and CFP, shared six tips to help advisors do just that.
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