What do - and what should - plan sponsors value most?

Every plan sponsor has unique expectations and attributes – as do those who work with them.  This week, we’d like to know what you think plan sponsors value most in an advisor – and what you think they should value.

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1. Which three advisory services, generally speaking, are most important to plan sponsors?

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2. Which three advisory services, generally speaking, do you think SHOULD be the most important to plan sponsors?

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3. What are the three qualities sponsors most value in an advisor?

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4. Which three of the following qualities SHOULD plan sponsors most value in an advisor?

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5. What are the three qualities your plan sponsor clients value most in YOU?

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6. Pick the three services sponsors believe differentiate an advisor.

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7. Which three services listed below do you believe sponsors SHOULD look to differentiate an advisor?

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8. Which of the following services do your plan sponsor clients feel differentiate you most?

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9. Any other comments on services, services valued, service attributes, or advisor criteria and how it is (or should be) valued by plan sponsors?

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10. What is your role working with retirement plans?

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11. What size plans do you PRIMARILY work with?

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12. Suggestions for future survey questions?

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13. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

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