How do successful recordkeepers engage clients? Reflect: Are you trying to keep and grow plan assets? And, are you simultaneously keeping all your stakeholders engaged? Do you truly know and understand just what your clients are looking for? In todays’ world, you need to understand your clients, know their preferences, and meet client demands – sometimes before a request is even made. This video details just how successful recordkeepers engage clients, keep and grow plan assets, and improve the overall bottom line.
