Providers,
wholesalers and brokers - subscribers & non-subscribers - may post Sales
Ideas to the CFDD's site. Unlike the Provider
Forum and Broker Forum, Sales Ideas
must be e-mailed to the CFDD
as MS Word Documents for approval. Once approved, the Sales Idea will
be posted and full credit, including contact information, will be given
to the author.
| Release date |
Posting
|
Click
below to download
|
|
1-4-2005 |
MARKETING CO-FIDUCIARY ADVISORY SERVICES:
Introduction to the Advisory Model & the Knowledge Base It Requires
Submitted by Pete Swisher, VP Wealth Mgt & Advisory Services, Unified Trust Co
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7-13-2004 |
NEW RETIREMENT PLANS BUSINESS MODELS:
Adapt & Grow or Die.
Submitted by Phil Chiricotti, President of the CFDD
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10-25-2003 |
COMMISSION MANAGEMENT:
Problem Or Crisis
Submitted by Phil Chiricotti, President of the CFDD.
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3-16-2003 |
NO BLACKOUT CONVERSIONS:
Eliminate The Stress/Fears Of Switching 401(k) Providers & Capture More Business.
Submitted by Gary Anderson & Dan Agar, Managing Directors in Chicago & Dallas for MassMutual Retirement Services.
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12-30-2002 |
MARKETING & SELLING 401(k)s POST ENRON:
Becoming A Trusted & Well-Informed Advisor.
Submitted by Rick Meigs, President of the
401(k)helpcenter.com, and Matthew D. Hutcheson, a recognized authority on retirement plans design and compliance.
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11-5-2002 |
GOLD:
A Portfolio Diversifier.
Submitted by Frank E. Holmes, Chief Investment Officer, U.S. Global Investors, Inc.
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10-23-2002 |
STANDING THE TEST OF TIME:
Stable Value Returns To Favor & Offers Unique Marketing Opportunities.
Submitted by Phil Chiricotti, President of the CFDD. Contributions from MassMutual's Gary Anderson & Dan Agar.
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10-11-2002 |
CONVERGENCE OF MAJOR CHANGES:
The Need For Efficiency & New Growth Strategies
Submitted by Phil Chiricotti, President of the Center for Due Diligence
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8-15-2002 |
TIPPING THE SCALE:
The Value Of Large Plan Wholesalers & How To Compete Effectively In The Large Plan Market
Submitted by Tony Leonard, Regional Sales Director SE at NYLIM
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4-29-2002 |
NEW BUSINESS OPPORTUNITIES:
Bundled DB Plans & Managing CFO Risk
Submitted by Wendy Foster, Director Of New Business For DB Plans At NYLIM
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3-8-2002 |
MATURITY, CONSOLIDATION & MARKETING:
A Roadmap To Consolidation Business
Submitted by Phil Chiricotti, President of the CFDD
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2-25-2002 |
THE ART OF COLD CALLING:
How To Make It Work
Submitted by Ken Ulrich, VP with Complete Pension Services
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1-2-2002 |
PERCEPTION IS REALITY:
An Alternative Compensation Model
Submitted by Sean Kelley, former Hancock & AIM Retirement Plans Wholesaler
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1-2-2002 |
THE DARWIN FACTOR:
Replacing Brokers Of Record
Submitted by Sean Kelley, former Hancock & AIM Retirement Plans Wholesaler
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12-31-2001 |
TWO FOR THE PRICE OF ONE:
Capitalizing on Legislative Changes
Submitted by Mark Ferraro, former Hancock and SSR&M Retirement Plans Wholesaler
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