How to Elevate Your Prospecting and Client Retention with Eric Ryles (Ep. 40)

Did you know that approximately 10-12% of plan sponsors actively shop their plan every year? Tune in to Rebecca Hourihan’s conversation with Eric Ryles, Vice President, of Customer Solutions at ALM Media, LLC (parent company of Judy Diamond Associates). They explore ways to improve prospecting and enhance client retention, as well as telltale signs a plan sponsor might be at risk of leaving. Eric and Rebecca discuss: How advisors can utilize the Form 5500 data to gain actionable insights Crucial metrics that may signal a plan’s performance The importance of benchmarking (and the role of Judy Diamond Associates 2023 Annual 401(k) Benchmark Report) Eric’s guidance to advisors looking to differentiate from their competitors And more Resources: Retirement Plan Marketing Membership 2023 Annual 401(k) Benchmark Report Connect with Eric Ryles: [email protected]  LinkedIn: Eric Ryles Judy Diamond Associates Connect with Rebecca Hourihan:  [email protected]  (619) 230 – 5464 401(k) Marketing  LinkedIn: Rebecca Hourihan LinkedIn: 401(k) Marketing Schedule a meeting with 401(k) Marketing