Wendy Daniels’ Post

We recognize that third party administrators can benefit large plan sponsors, too. Here's a quick tip from our newly published TPA Best Practices Guide: Before your next bid deadline, prepare a case study showing how your largest clients have benefited from working with you.

We recognize that third party administrators can benefit large plan sponsors, too. Here's a quick tip from our newly published TPA Best Practices Guide: Before your next bid deadline, prepare a case study showing how your largest clients have benefited from working with you.

We recognize that third party administrators can benefit large plan sponsors, too. Here's a quick tip from our newly published TPA Best Practices Guide: Before your next bid deadline, prepare a case study showing how your largest clients have benefited from working with you.

We recognize that third party administrators can benefit large plan sponsors, too. Here's a quick tip from our newly published TPA Best Practices Guide: Before your next bid deadline, prepare a case study showing how your largest clients have benefited from working with you.

We recognize that third party administrators can benefit large plan sponsors, too. Here's a quick tip from our newly published TPA Best Practices Guide: Before your next bid deadline, prepare a case study showing how your largest clients have benefited from working with you.

We recognize that third party administrators can benefit large plan sponsors, too. Here's a quick tip from our newly published TPA Best Practices Guide: Before your next bid deadline, prepare a case study showing how your largest clients have benefited from working with you.

We recognize that third party administrators can benefit large plan sponsors, too. Here's a quick tip from our newly published TPA Best Practices Guide: Before your next bid deadline, prepare a case study showing how your largest clients have benefited from working with you.

We recognize that third party administrators can benefit large plan sponsors, too. Here's a quick tip from our newly published TPA Best Practices Guide: Before your next bid deadline, prepare a case study showing how your largest clients have benefited from working with you.

We recognize that third party administrators can benefit large plan sponsors, too. Here’s a quick tip from our newly published TPA Best Practices Guide: Before your next bid deadline, prepare a case study showing how your largest clients have benefited from working with you. https://lnkd.in/g9sgA6_J

Financial planners: are you making the most of your relationships with accountants and solicitors? If not, why not join me this Thursday 9 May, at 10am, on a PFS Power webinar Maximising Introducer Relationships? You’ll learn how you can tap into your professional connections to attract higher quality leads and secure long-term client relationships based on trust, credibility, and shared values. Here’s some very kind feedback from the last @PFS Power session I did 👇🏼 (Link to book in comments.)