Why are Requests for Proposals like a beauty pageant? How can advisors flip the script in an RFP situation to better present their firm’s unique value proposition? How is the era of Big Data enhancing an advisor’s ability to present a more tailored solution to plan sponsors? How can advisors best present themselves to clients to win business in our new virtual environment? Join Ross Marino as he chats with Aaron Pottichen, Retirement Plan Consultant at Alliant. They discuss all of this as well as the current environment and future of managed accounts, why fee compression is an opportunity for certain advisors, and why Aaron thinks he is the Warren Buffet of investing (it’s not what you think!)

Resources: 

• Alliant Insurance Services