The Challenge: Today’s finals presentations are often shorter and more competitive than before. These meetings may be virtual or hybrid, adding complexity while limiting the ability to connect with plan sponsor committee members. The same is true for meetings with existing clients.

The Reality: Your team’s communication skills can make or break whether you win or retain a retirement plan. No matter how successful you’ve been in the past, there’s always room for further refinement of individual and team abilities—a decisive advantage in a hyper-competitive process.

Learn How to:

• Prepare Fully
• Present Fluidly
• Propel Forward

This session sponsored by Hartford Funds