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Growing Your Practice in a Fee-Compressed Environment - Jason Disco

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Growing Your Practice in a Fee-Compressed Environment

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STRONGER Strategies for success 2015 Partner Conference together Growing your Practice in a Fee Compressed Environment Moderator: Jason Disco, Sr. Sales Consultant, Pension Services, BPAS, featuring: • Mike DeCamillis, Director of Retirement Plan Services, Verity Asset Management • William Desormeau, AIF, VP, Retirement & Investment Services, HANYS Benefit Services • Dirk Richardson, VP & Retirement Plan Manager, Bank of New Hampshire
2015 Partner ConferenceStronger Together Welcome Meet our Panelists: • Mike DeCamillis, Director of Retirement Plan Services, Verity Asset Management • William Desormeau, AIF, VP, Retirement & Investment Services, HANYS Benefit Services • Dirk Richardson, VP & Retirement Plan Manager, Bank of New Hampshire
2015 Partner ConferenceStronger Together Topics for Discussion What is your process for getting clients to understand the services you provide? • In the Sales Process • With Existing Clients
2015 Partner ConferenceStronger Together Questions Thank you • Jason Disco, Sr. Sales Consultant, Pension Services, BPAS, • Mike DeCamillis, Director of Retirement Plan Services, Verity Asset Management • William Desormeau, AIF, VP, Retirement & Investment Services, HANYS Benefit Services • Dirk Richardson, VP & Retirement Plan Manager, Bank of New Hampshire

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