📑When delivering a finalist presentation, the key to winning new business lies beyond laying out facts.📊Show how fees, investments and services help achieve strategic objectives.✨ #BenchmarkBetter with #PlanFees . #RetirementPlanAdvisor #FeeBenchmarking hubs.li/Q02yCmnV0

⭐On Memorial Day, we take a moment to honor the brave men and women who gave their lives in service to our country. From all of us at #PlanFees , we wish you a safe and thoughtful #MemorialDay . ⭐

🌞 What will you do this summer with the time you saved by #benchmarking with #PlanFees ? 🌟 Will you dive into a new project, float fresh ideas, or contemplate your business strategy? 🏖️ #Benchmarkbetter and make the most of your time with PlanFees. ⏱️ hubs.li/Q02xLL2y0

⌚ #PlanFees saves you time on #benchmarking . 📑Use it to update presentations, meet with prospects, and review funds. 📈 Boost productivity with AI, earn new credentials, and support #plansponsors with personalized guidance.🌐 #Benchmarkbetter and achieve more with PlanFees! ✨

✨Enhance your #fee talks with these tips! 📈 Tailor your language to the audience, emphasize value, provide clear benchmarks, and ground discussions in strategy. 📊Simplify with visuals and take the long view for lasting relationships. 🌄 #PlanFees #BenchmarkBetter

Elevate your fee talks with precision and impact! 📈 Tailor your language, highlight value, and use fast benchmarks for clarity. 🌐 Simplify with visuals and consider the long-term with ease. Take your discussions to new heights with #PlanFees .✨ #FinancialWellness #Benchmarking

It's #FinancialLiteracyMonth ! 💰Whether it's #budgeting , #investing , or saving for the future, let's empower ourselves with the solutions to achieve our financial goals. 💸Build a brighter, more secure future with #PlanFees ! #BenchmarkBetter

Day 2 of the San Diego Regional Summits has arrived! ☀️ Be sure to join our sessions for great networking opportunities and insightful information if you are attending today! ✨ #2024RPAGSummits #2024RegionalSummits #PlanFees #BenchmarkBetter

✨ #BenchmarkBetter with #PlanFees ! 🕰️Say goodbye to hours of work and hello to quick, insightful results. 📊Enhance your service and grow your practice with Plan Fees. 📈 Learn how on our latest blog. #RetirementPlanAdvisor #FeeBenchmarking hubs.ly/Q02wLd1Q0

✨With #RFPExpress , get instant quotes from top providers, while #Prism365 lets you document your value with clear visualizations. 📊 Turn #feeconversations into opportunities to build trust and strengthen relationships. #Benchmarkbetter with #PlanFees ! 💼 hubs.li/Q02vsz0P0

Revolutionize your client service with #RFPExpress ! 📊 Access exclusive pricing scenarios from top record-keepers in minutes. 💰With flexible quoting options, you can tailor your service to match each client's needs. 🏛️ #Benchmarkbetter with #PlanFees ! hubs.li/Q02sl0nv0

We've got two more Regional Summits left! ☀️ If you want to discover how #PlanFees can elevate your practice join these interactive sessions at either Atlanta or Chicago:
🌷Advanced Plan Pricing
🌷RPAG Portal - #RFPExpress and PlanFees
🏵️ hubs.li/Q02srW2Q0

💸 #Feeconversations build trust with #plansponsors . 🤝 #PlanFees offers quick insights with #TotalFeesBenchmarking and #RFPExpress . 📊 Focus on value, not just cost. Fee #benchmarking is a strategy for compliance and robust plans.📈 #RetirementPlanning hubs.li/Q02w2rS80

🌷We've almost reached the first Regional Summit location! Find out how #PlanFees can elevate your practice by joining these interactive sessions in San Diego:
🌻Advanced Plan Pricing
🌻RPAG Portal - #RFPExpress and PlanFees
🌺 hubs.li/Q02qFL5L0

🚀Aerospace and defense technology firm L3Harris recently settled an ERISA suit that spanned two years.⚖️ Find out how benchmarking can be your best defense in the retirement plan industry. 📑 #BenchmarkBetter with #PlanFees .✨ hubs.li/Q02r2XRC0

⌚ #RetirementPlanAdvisors know that time is money! 💰With #PlanFees , you can generate price quotes in under 24 hours, giving you back valuable time to focus on building your book of business and enhancing client service.📚 #FeeBenchmarking #BenchmarkBetter hubs.li/Q02wLd1M0

🚀 L3Harris Settles 2-Year ERISA Fee Case! Dive into the $5.2B plan saga on #PlanFees blog. Discover how #FeeBenchmarking aids in case defense and prosecution. ⚖️ #BenchmarkBetter with PlanFees!✨ #401kAdvisor hubs.li/Q02slrQj0

📈A productive #FeeConversation today can pave the way for a more successful #RetirementPlan tomorrow. 💸 #PlanFees offers a suite of robust benchmarking tools to help provide context and clarity to these discussions. 📑 #Prism365 #RFPExpress #401kAdvisor hubs.li/Q02sqdN00

🚅Are you already on board #RFPExpress but still lingering at the station? 🚆We’ve revolutionized the quoting process for #RetirementPlanAdvisors , making it simpler, faster and more efficient. 🎫Your ticket has already been punched! ✨hubs.li/Q02vmYVv0