What New Idea(s) Are You Pitching These Days?

There are a lot of new ideas being pitched these days – but which ones are “working”, and which are not? And are some working with some and not with others? And what does "working" mean?

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1. What size plans do you PRIMARILY work with?

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2. How long have you been working with retirement plans?

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3. Which of the following are you promoting to your plan sponsor clients these days (select all that apply)?

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4. Which of the following are you promoting to your plan sponsor prospects these days (select all that apply)?

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5. Which ONE of the following do you find has the most resonance with clients/prospects?

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6. Which ONE of the following do you find has the LEAST resonance with clients/prospects?

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7. Why is that?

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8. What's the one big thing that nobody seems to be talking about?

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9. Any opinion as to why they aren't talking about it?

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10. Any other comments about trends, hot topics, and new ideas that are (and sometimes aren't) having resonance in the marketplace?

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11. Suggestions for future survey questions?

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