Lesson 3 – How to Scale Your Business Through Segmented Service Models
Want to Learn the Secrets to Closing More Business and Scaling Your 401k Practice?
In Lesson 3 of this special 3-part training series, we’re talking about how to create a service process that can scale with your clients as they grow in size.
To get the Lesson Workbook and free Templates talked about in this podcast episode – please go to 401kbusinessinabox.com/free-training-workshop and register for access to the full series and all the free templates.
Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants. The information provided, ideas, opinions and commentary are meant to be educational and general in nature and any reference to ERISA or retirement plan regulations is not meant to be legal or financial advice or an interpretation of the laws, but rather a general discussion. Check with your ERISA attorney and compliance department for the applicability of any matters discussed to your specific situation.