SlideShare a Scribd company logo
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

More Related Content

What's hot

Sustainability and csr
Sustainability and csrSustainability and csr
Sustainability and csr
Inspiring Scotland
 
Eagle Home Mortgage 2017
Eagle Home Mortgage 2017Eagle Home Mortgage 2017
Eagle Home Mortgage 2017
Kaitlin Grunder
 
IL Consulting - Who we are and What we do
IL Consulting - Who we are and What we doIL Consulting - Who we are and What we do
IL Consulting - Who we are and What we do
Sandra Cruickshanks
 
TCDIP 2015 Annual Meeting - Celebrating 10 years
TCDIP 2015 Annual Meeting - Celebrating 10 yearsTCDIP 2015 Annual Meeting - Celebrating 10 years
TCDIP 2015 Annual Meeting - Celebrating 10 years
Lily Shaw
 
Improving Donor Data
Improving Donor DataImproving Donor Data
Improving Donor Data
Community IT Innovators
 
Better funding models through & beyond the Covid-19 crises
Better funding models through & beyond the Covid-19 crisesBetter funding models through & beyond the Covid-19 crises
Better funding models through & beyond the Covid-19 crises
MzN International
 
Private equity vc customer success
Private equity vc customer successPrivate equity vc customer success
Private equity vc customer success
sdiec
 
Alok Mittal, Managing Director, Canaan India
Alok Mittal, Managing Director, Canaan IndiaAlok Mittal, Managing Director, Canaan India
Alok Mittal, Managing Director, Canaan India
Keshav Kumar
 
Portland-Hope Menaker Boyce-Horizontal Fact Sheet
Portland-Hope Menaker Boyce-Horizontal Fact SheetPortland-Hope Menaker Boyce-Horizontal Fact Sheet
Portland-Hope Menaker Boyce-Horizontal Fact Sheet
Hope Boyce, CWS
 
Not the Work Begins: Portfolio Corp BD for VCs
Not the Work Begins: Portfolio Corp BD for VCsNot the Work Begins: Portfolio Corp BD for VCs
Not the Work Begins: Portfolio Corp BD for VCs
Earl Martin Valencia
 
So cal service academy alumni vet angel fund - 2017-11-9
So cal service academy alumni   vet angel fund - 2017-11-9So cal service academy alumni   vet angel fund - 2017-11-9
So cal service academy alumni vet angel fund - 2017-11-9
Michael Bennett
 
Allied Consultants - Partnership Models
Allied Consultants - Partnership ModelsAllied Consultants - Partnership Models
Allied Consultants - Partnership Models
Allied Consultants
 
Slide deck.pptx
Slide deck.pptxSlide deck.pptx
Slide deck.pptx
cmcquillan
 
Steps towards a new funding paradigm
Steps towards a new funding paradigmSteps towards a new funding paradigm
Steps towards a new funding paradigm
MzN International
 
A Strategic Model for Product Diversification and Broker Revenue Enhancement
A Strategic Model for Product Diversification and Broker Revenue EnhancementA Strategic Model for Product Diversification and Broker Revenue Enhancement
A Strategic Model for Product Diversification and Broker Revenue Enhancement
bjgilbert
 
AMP 2019 | 18 - 20 June 2019 | Just sweetening the deal? Or is there more to ...
AMP 2019 | 18 - 20 June 2019 | Just sweetening the deal? Or is there more to ...AMP 2019 | 18 - 20 June 2019 | Just sweetening the deal? Or is there more to ...
AMP 2019 | 18 - 20 June 2019 | Just sweetening the deal? Or is there more to ...
ICCA (International Congress and Convention Association)
 
Fundraising in a post covid-19 world
Fundraising in a post covid-19 worldFundraising in a post covid-19 world
Fundraising in a post covid-19 world
MzN International
 
In searchof collaborative fundraising
In searchof collaborative fundraisingIn searchof collaborative fundraising
In searchof collaborative fundraising
Cause & Effect Inc.
 
Arcis wm master 1
Arcis wm master 1Arcis wm master 1
Arcis wm master 1
Kristopher Sage, CAIA
 
Don‘t restructure – build in steps
Don‘t restructure – build in stepsDon‘t restructure – build in steps
Don‘t restructure – build in steps
MzN International
 

What's hot (20)

Sustainability and csr
Sustainability and csrSustainability and csr
Sustainability and csr
 
Eagle Home Mortgage 2017
Eagle Home Mortgage 2017Eagle Home Mortgage 2017
Eagle Home Mortgage 2017
 
IL Consulting - Who we are and What we do
IL Consulting - Who we are and What we doIL Consulting - Who we are and What we do
IL Consulting - Who we are and What we do
 
TCDIP 2015 Annual Meeting - Celebrating 10 years
TCDIP 2015 Annual Meeting - Celebrating 10 yearsTCDIP 2015 Annual Meeting - Celebrating 10 years
TCDIP 2015 Annual Meeting - Celebrating 10 years
 
Improving Donor Data
Improving Donor DataImproving Donor Data
Improving Donor Data
 
Better funding models through & beyond the Covid-19 crises
Better funding models through & beyond the Covid-19 crisesBetter funding models through & beyond the Covid-19 crises
Better funding models through & beyond the Covid-19 crises
 
Private equity vc customer success
Private equity vc customer successPrivate equity vc customer success
Private equity vc customer success
 
Alok Mittal, Managing Director, Canaan India
Alok Mittal, Managing Director, Canaan IndiaAlok Mittal, Managing Director, Canaan India
Alok Mittal, Managing Director, Canaan India
 
Portland-Hope Menaker Boyce-Horizontal Fact Sheet
Portland-Hope Menaker Boyce-Horizontal Fact SheetPortland-Hope Menaker Boyce-Horizontal Fact Sheet
Portland-Hope Menaker Boyce-Horizontal Fact Sheet
 
Not the Work Begins: Portfolio Corp BD for VCs
Not the Work Begins: Portfolio Corp BD for VCsNot the Work Begins: Portfolio Corp BD for VCs
Not the Work Begins: Portfolio Corp BD for VCs
 
So cal service academy alumni vet angel fund - 2017-11-9
So cal service academy alumni   vet angel fund - 2017-11-9So cal service academy alumni   vet angel fund - 2017-11-9
So cal service academy alumni vet angel fund - 2017-11-9
 
Allied Consultants - Partnership Models
Allied Consultants - Partnership ModelsAllied Consultants - Partnership Models
Allied Consultants - Partnership Models
 
Slide deck.pptx
Slide deck.pptxSlide deck.pptx
Slide deck.pptx
 
Steps towards a new funding paradigm
Steps towards a new funding paradigmSteps towards a new funding paradigm
Steps towards a new funding paradigm
 
A Strategic Model for Product Diversification and Broker Revenue Enhancement
A Strategic Model for Product Diversification and Broker Revenue EnhancementA Strategic Model for Product Diversification and Broker Revenue Enhancement
A Strategic Model for Product Diversification and Broker Revenue Enhancement
 
AMP 2019 | 18 - 20 June 2019 | Just sweetening the deal? Or is there more to ...
AMP 2019 | 18 - 20 June 2019 | Just sweetening the deal? Or is there more to ...AMP 2019 | 18 - 20 June 2019 | Just sweetening the deal? Or is there more to ...
AMP 2019 | 18 - 20 June 2019 | Just sweetening the deal? Or is there more to ...
 
Fundraising in a post covid-19 world
Fundraising in a post covid-19 worldFundraising in a post covid-19 world
Fundraising in a post covid-19 world
 
In searchof collaborative fundraising
In searchof collaborative fundraisingIn searchof collaborative fundraising
In searchof collaborative fundraising
 
Arcis wm master 1
Arcis wm master 1Arcis wm master 1
Arcis wm master 1
 
Don‘t restructure – build in steps
Don‘t restructure – build in stepsDon‘t restructure – build in steps
Don‘t restructure – build in steps
 

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

2016 COMPANY PROFILE VIEFINANCE
2016 COMPANY PROFILE VIEFINANCE2016 COMPANY PROFILE VIEFINANCE
2016 COMPANY PROFILE VIEFINANCE
Dimitrios Shistohilis with 11.000 connections
 
White Bruce Business Development
White Bruce Business DevelopmentWhite Bruce Business Development
White Bruce Business Development
Dave White
 
white_bruce_bizdev_intro_150725_djw_ex_price
white_bruce_bizdev_intro_150725_djw_ex_pricewhite_bruce_bizdev_intro_150725_djw_ex_price
white_bruce_bizdev_intro_150725_djw_ex_price
Dave White
 
SJP - what it means to be a client
SJP - what it means to be a clientSJP - what it means to be a client
SJP - what it means to be a client
Richard Hewlett
 
SJP4150 0 To be a client
SJP4150 0 To be a clientSJP4150 0 To be a client
SJP4150 0 To be a client
Carl Gibson
 
white_bruce_bizdev_intro_150725_scb_ex_price
white_bruce_bizdev_intro_150725_scb_ex_pricewhite_bruce_bizdev_intro_150725_scb_ex_price
white_bruce_bizdev_intro_150725_scb_ex_price
Simon Bruce
 
What it means to my client
What it means to my clientWhat it means to my client
What it means to my client
Peter Worth
 
How valuable is your financial advice business?
How valuable is your financial advice business?How valuable is your financial advice business?
How valuable is your financial advice business?
Chatswood Consulting Limited
 
Suncoast Advisory Group Brochure
Suncoast Advisory Group BrochureSuncoast Advisory Group Brochure
Suncoast Advisory Group Brochure
Rick Helbing
 
The Family Business Life Cycle: Creating & Distributing Wealth
The Family Business Life Cycle: Creating & Distributing WealthThe Family Business Life Cycle: Creating & Distributing Wealth
The Family Business Life Cycle: Creating & Distributing Wealth
Nicola Wealth
 
Schenck MA Introduction
Schenck MA IntroductionSchenck MA Introduction
Schenck MA Introduction
lbanach
 
Boosting productivity - West Sussex Recover & Rise S4W4
Boosting productivity - West Sussex Recover & Rise S4W4Boosting productivity - West Sussex Recover & Rise S4W4
Boosting productivity - West Sussex Recover & Rise S4W4
Annie-Marie Page
 
FScard
FScardFScard
FScard
Tom Mucks
 
"Business Gives" Webinar 1.17.12
"Business Gives" Webinar 1.17.12"Business Gives" Webinar 1.17.12
"Business Gives" Webinar 1.17.12
Minnesota Chamber of Commerce
 
2010 2 Day Seminar The Business Of Being A Partner
2010 2 Day Seminar The Business Of Being A Partner2010 2 Day Seminar The Business Of Being A Partner
2010 2 Day Seminar The Business Of Being A Partner
Duncan Hart LLB MBA (Australia)
 
Best events management company in Gurgaon India
Best events management company in Gurgaon IndiaBest events management company in Gurgaon India
Best events management company in Gurgaon India
Nyso Events
 
Srs retail capabilities_pitch_book
Srs retail capabilities_pitch_bookSrs retail capabilities_pitch_book
Srs retail capabilities_pitch_book
Holly Winn (She/Her)
 
Packaging your services
Packaging your services Packaging your services
Packaging your services
Lois Raats
 
The Riches Are In The Niches
The Riches Are In The NichesThe Riches Are In The Niches
The Riches Are In The Niches
Claire Akin, MBA
 
Ask the Experts - Exiting your Business
Ask the Experts - Exiting your BusinessAsk the Experts - Exiting your Business
Ask the Experts - Exiting your Business
Welch LLP
 

Similar to Growing Your Practice in a Fee-Compressed Environment - Jason Disco (20)

2016 COMPANY PROFILE VIEFINANCE
2016 COMPANY PROFILE VIEFINANCE2016 COMPANY PROFILE VIEFINANCE
2016 COMPANY PROFILE VIEFINANCE
 
White Bruce Business Development
White Bruce Business DevelopmentWhite Bruce Business Development
White Bruce Business Development
 
white_bruce_bizdev_intro_150725_djw_ex_price
white_bruce_bizdev_intro_150725_djw_ex_pricewhite_bruce_bizdev_intro_150725_djw_ex_price
white_bruce_bizdev_intro_150725_djw_ex_price
 
SJP - what it means to be a client
SJP - what it means to be a clientSJP - what it means to be a client
SJP - what it means to be a client
 
SJP4150 0 To be a client
SJP4150 0 To be a clientSJP4150 0 To be a client
SJP4150 0 To be a client
 
white_bruce_bizdev_intro_150725_scb_ex_price
white_bruce_bizdev_intro_150725_scb_ex_pricewhite_bruce_bizdev_intro_150725_scb_ex_price
white_bruce_bizdev_intro_150725_scb_ex_price
 
What it means to my client
What it means to my clientWhat it means to my client
What it means to my client
 
How valuable is your financial advice business?
How valuable is your financial advice business?How valuable is your financial advice business?
How valuable is your financial advice business?
 
Suncoast Advisory Group Brochure
Suncoast Advisory Group BrochureSuncoast Advisory Group Brochure
Suncoast Advisory Group Brochure
 
The Family Business Life Cycle: Creating & Distributing Wealth
The Family Business Life Cycle: Creating & Distributing WealthThe Family Business Life Cycle: Creating & Distributing Wealth
The Family Business Life Cycle: Creating & Distributing Wealth
 
Schenck MA Introduction
Schenck MA IntroductionSchenck MA Introduction
Schenck MA Introduction
 
Boosting productivity - West Sussex Recover & Rise S4W4
Boosting productivity - West Sussex Recover & Rise S4W4Boosting productivity - West Sussex Recover & Rise S4W4
Boosting productivity - West Sussex Recover & Rise S4W4
 
FScard
FScardFScard
FScard
 
"Business Gives" Webinar 1.17.12
"Business Gives" Webinar 1.17.12"Business Gives" Webinar 1.17.12
"Business Gives" Webinar 1.17.12
 
2010 2 Day Seminar The Business Of Being A Partner
2010 2 Day Seminar The Business Of Being A Partner2010 2 Day Seminar The Business Of Being A Partner
2010 2 Day Seminar The Business Of Being A Partner
 
Best events management company in Gurgaon India
Best events management company in Gurgaon IndiaBest events management company in Gurgaon India
Best events management company in Gurgaon India
 
Srs retail capabilities_pitch_book
Srs retail capabilities_pitch_bookSrs retail capabilities_pitch_book
Srs retail capabilities_pitch_book
 
Packaging your services
Packaging your services Packaging your services
Packaging your services
 
The Riches Are In The Niches
The Riches Are In The NichesThe Riches Are In The Niches
The Riches Are In The Niches
 
Ask the Experts - Exiting your Business
Ask the Experts - Exiting your BusinessAsk the Experts - Exiting your Business
Ask the Experts - Exiting your Business
 

More from BPAS

Advisor Defined Session - Paul Neveu
Advisor Defined Session - Paul NeveuAdvisor Defined Session - Paul Neveu
Advisor Defined Session - Paul Neveu
BPAS
 
Strategies to Overcome Objections to Auto Plans - Elizabeth Kaido
Strategies to Overcome Objections to Auto Plans - Elizabeth KaidoStrategies to Overcome Objections to Auto Plans - Elizabeth Kaido
Strategies to Overcome Objections to Auto Plans - Elizabeth Kaido
BPAS
 
BPAS Partner Best Practice - Paul Neveu
BPAS Partner Best Practice - Paul NeveuBPAS Partner Best Practice - Paul Neveu
BPAS Partner Best Practice - Paul Neveu
BPAS
 
Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...
Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...
Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...
BPAS
 
Considering MEPs and METs - Brian Nicholson
Considering MEPs and METs - Brian NicholsonConsidering MEPs and METs - Brian Nicholson
Considering MEPs and METs - Brian Nicholson
BPAS
 
Managing Participants Beyond Termination of Employment - Robert Malczyk
Managing Participants Beyond Termination of Employment - Robert MalczykManaging Participants Beyond Termination of Employment - Robert Malczyk
Managing Participants Beyond Termination of Employment - Robert Malczyk
BPAS
 
Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...
Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...
Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...
BPAS
 
Top 5 Mistakes that Plan Sponsors Make - Maryann Geary
Top 5 Mistakes that Plan Sponsors Make - Maryann GearyTop 5 Mistakes that Plan Sponsors Make - Maryann Geary
Top 5 Mistakes that Plan Sponsors Make - Maryann Geary
BPAS
 
Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...
Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...
Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...
BPAS
 
Cash Balance Plans - Ken Prell - Jason Disco
Cash Balance Plans - Ken Prell - Jason DiscoCash Balance Plans - Ken Prell - Jason Disco
Cash Balance Plans - Ken Prell - Jason Disco
BPAS
 
Adding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan Tiernan
Adding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan TiernanAdding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan Tiernan
Adding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan Tiernan
BPAS
 
Managing Investment Return Experiences and Expectations - Greg Woods and Panel
Managing Investment Return Experiences and Expectations - Greg Woods and PanelManaging Investment Return Experiences and Expectations - Greg Woods and Panel
Managing Investment Return Experiences and Expectations - Greg Woods and Panel
BPAS
 
Navigating the “Promised Land”
Navigating the “Promised Land”Navigating the “Promised Land”
Navigating the “Promised Land”
BPAS
 
Stopping the Race to the Bottom - Thomas Kmak
Stopping the Race to the Bottom - Thomas KmakStopping the Race to the Bottom - Thomas Kmak
Stopping the Race to the Bottom - Thomas Kmak
BPAS
 
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz Kaido
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz KaidoThe Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz Kaido
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz Kaido
BPAS
 
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
BPAS
 
Maximizing Plan Assets
Maximizing Plan AssetsMaximizing Plan Assets
Maximizing Plan Assets
BPAS
 
Grow Your Practice with Customized Collective Trusts for 401K Model Portfolio
Grow Your Practice with Customized Collective Trusts for 401K Model PortfolioGrow Your Practice with Customized Collective Trusts for 401K Model Portfolio
Grow Your Practice with Customized Collective Trusts for 401K Model Portfolio
BPAS
 
Broadening the Scope of Your Practice
Broadening the Scope of Your PracticeBroadening the Scope of Your Practice
Broadening the Scope of Your Practice
BPAS
 
Market Insights
Market InsightsMarket Insights
Market Insights
BPAS
 

More from BPAS (20)

Advisor Defined Session - Paul Neveu
Advisor Defined Session - Paul NeveuAdvisor Defined Session - Paul Neveu
Advisor Defined Session - Paul Neveu
 
Strategies to Overcome Objections to Auto Plans - Elizabeth Kaido
Strategies to Overcome Objections to Auto Plans - Elizabeth KaidoStrategies to Overcome Objections to Auto Plans - Elizabeth Kaido
Strategies to Overcome Objections to Auto Plans - Elizabeth Kaido
 
BPAS Partner Best Practice - Paul Neveu
BPAS Partner Best Practice - Paul NeveuBPAS Partner Best Practice - Paul Neveu
BPAS Partner Best Practice - Paul Neveu
 
Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...
Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...
Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...
 
Considering MEPs and METs - Brian Nicholson
Considering MEPs and METs - Brian NicholsonConsidering MEPs and METs - Brian Nicholson
Considering MEPs and METs - Brian Nicholson
 
Managing Participants Beyond Termination of Employment - Robert Malczyk
Managing Participants Beyond Termination of Employment - Robert MalczykManaging Participants Beyond Termination of Employment - Robert Malczyk
Managing Participants Beyond Termination of Employment - Robert Malczyk
 
Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...
Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...
Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...
 
Top 5 Mistakes that Plan Sponsors Make - Maryann Geary
Top 5 Mistakes that Plan Sponsors Make - Maryann GearyTop 5 Mistakes that Plan Sponsors Make - Maryann Geary
Top 5 Mistakes that Plan Sponsors Make - Maryann Geary
 
Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...
Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...
Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...
 
Cash Balance Plans - Ken Prell - Jason Disco
Cash Balance Plans - Ken Prell - Jason DiscoCash Balance Plans - Ken Prell - Jason Disco
Cash Balance Plans - Ken Prell - Jason Disco
 
Adding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan Tiernan
Adding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan TiernanAdding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan Tiernan
Adding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan Tiernan
 
Managing Investment Return Experiences and Expectations - Greg Woods and Panel
Managing Investment Return Experiences and Expectations - Greg Woods and PanelManaging Investment Return Experiences and Expectations - Greg Woods and Panel
Managing Investment Return Experiences and Expectations - Greg Woods and Panel
 
Navigating the “Promised Land”
Navigating the “Promised Land”Navigating the “Promised Land”
Navigating the “Promised Land”
 
Stopping the Race to the Bottom - Thomas Kmak
Stopping the Race to the Bottom - Thomas KmakStopping the Race to the Bottom - Thomas Kmak
Stopping the Race to the Bottom - Thomas Kmak
 
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz Kaido
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz KaidoThe Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz Kaido
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz Kaido
 
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
 
Maximizing Plan Assets
Maximizing Plan AssetsMaximizing Plan Assets
Maximizing Plan Assets
 
Grow Your Practice with Customized Collective Trusts for 401K Model Portfolio
Grow Your Practice with Customized Collective Trusts for 401K Model PortfolioGrow Your Practice with Customized Collective Trusts for 401K Model Portfolio
Grow Your Practice with Customized Collective Trusts for 401K Model Portfolio
 
Broadening the Scope of Your Practice
Broadening the Scope of Your PracticeBroadening the Scope of Your Practice
Broadening the Scope of Your Practice
 
Market Insights
Market InsightsMarket Insights
Market Insights
 

Recently uploaded

Unlock-the-Power-of-UAN-Your-Key-to-Secure-Retirement.pptx
Unlock-the-Power-of-UAN-Your-Key-to-Secure-Retirement.pptxUnlock-the-Power-of-UAN-Your-Key-to-Secure-Retirement.pptx
Unlock-the-Power-of-UAN-Your-Key-to-Secure-Retirement.pptx
cosmo-soil
 
Using Online job postings and survey data to understand labour market trends
Using Online job postings and survey data to understand labour market trendsUsing Online job postings and survey data to understand labour market trends
Using Online job postings and survey data to understand labour market trends
Labour Market Information Council | Conseil de l’information sur le marché du travail
 
快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样
快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样
快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样
5spllj1l
 
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
Suomen Pankki
 
在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样
在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样
在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样
5spllj1l
 
Tdasx: In-Depth Analysis of Cryptocurrency Giveaway Scams and Security Strate...
Tdasx: In-Depth Analysis of Cryptocurrency Giveaway Scams and Security Strate...Tdasx: In-Depth Analysis of Cryptocurrency Giveaway Scams and Security Strate...
Tdasx: In-Depth Analysis of Cryptocurrency Giveaway Scams and Security Strate...
nimaruinazawa258
 
一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查
一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查
一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查
taqyea
 
The state of welfare Resolution Foundation Event
The state of welfare Resolution Foundation EventThe state of welfare Resolution Foundation Event
The state of welfare Resolution Foundation Event
ResolutionFoundation
 
一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理
一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理
一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理
k4ncd0z
 
Discover the Future of Dogecoin with Our Comprehensive Guidance
Discover the Future of Dogecoin with Our Comprehensive GuidanceDiscover the Future of Dogecoin with Our Comprehensive Guidance
Discover the Future of Dogecoin with Our Comprehensive Guidance
36 Crypto
 
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
rlo9fxi
 
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Donc Test
 
Money20/20 and EU Networking Event of 20/24!
Money20/20 and EU Networking Event of 20/24!Money20/20 and EU Networking Event of 20/24!
Money20/20 and EU Networking Event of 20/24!
FinTech Belgium
 
What's a worker’s market? Job quality and labour market tightness
What's a worker’s market? Job quality and labour market tightnessWhat's a worker’s market? Job quality and labour market tightness
What's a worker’s market? Job quality and labour market tightness
Labour Market Information Council | Conseil de l’information sur le marché du travail
 
International Sustainability Standards Board
International Sustainability Standards BoardInternational Sustainability Standards Board
International Sustainability Standards Board
Kumar Ramaiah
 
Upanishads summary with explanations of each upnishad
Upanishads summary with explanations of each upnishadUpanishads summary with explanations of each upnishad
Upanishads summary with explanations of each upnishad
ajaykumarxoxo04
 
Independent Study - College of Wooster Research (2023-2024)
Independent Study - College of Wooster Research (2023-2024)Independent Study - College of Wooster Research (2023-2024)
Independent Study - College of Wooster Research (2023-2024)
AntoniaOwensDetwiler
 
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFiTdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
nimaruinazawa258
 
Applying the Global Internal Audit Standards_AIS.pdf
Applying the Global Internal Audit Standards_AIS.pdfApplying the Global Internal Audit Standards_AIS.pdf
Applying the Global Internal Audit Standards_AIS.pdf
alexiusbrian1
 
Does teamwork really matter? Looking beyond the job posting to understand lab...
Does teamwork really matter? Looking beyond the job posting to understand lab...Does teamwork really matter? Looking beyond the job posting to understand lab...
Does teamwork really matter? Looking beyond the job posting to understand lab...
Labour Market Information Council | Conseil de l’information sur le marché du travail
 

Recently uploaded (20)

Unlock-the-Power-of-UAN-Your-Key-to-Secure-Retirement.pptx
Unlock-the-Power-of-UAN-Your-Key-to-Secure-Retirement.pptxUnlock-the-Power-of-UAN-Your-Key-to-Secure-Retirement.pptx
Unlock-the-Power-of-UAN-Your-Key-to-Secure-Retirement.pptx
 
Using Online job postings and survey data to understand labour market trends
Using Online job postings and survey data to understand labour market trendsUsing Online job postings and survey data to understand labour market trends
Using Online job postings and survey data to understand labour market trends
 
快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样
快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样
快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样
 
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
 
在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样
在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样
在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样
 
Tdasx: In-Depth Analysis of Cryptocurrency Giveaway Scams and Security Strate...
Tdasx: In-Depth Analysis of Cryptocurrency Giveaway Scams and Security Strate...Tdasx: In-Depth Analysis of Cryptocurrency Giveaway Scams and Security Strate...
Tdasx: In-Depth Analysis of Cryptocurrency Giveaway Scams and Security Strate...
 
一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查
一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查
一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查
 
The state of welfare Resolution Foundation Event
The state of welfare Resolution Foundation EventThe state of welfare Resolution Foundation Event
The state of welfare Resolution Foundation Event
 
一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理
一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理
一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理
 
Discover the Future of Dogecoin with Our Comprehensive Guidance
Discover the Future of Dogecoin with Our Comprehensive GuidanceDiscover the Future of Dogecoin with Our Comprehensive Guidance
Discover the Future of Dogecoin with Our Comprehensive Guidance
 
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
 
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
 
Money20/20 and EU Networking Event of 20/24!
Money20/20 and EU Networking Event of 20/24!Money20/20 and EU Networking Event of 20/24!
Money20/20 and EU Networking Event of 20/24!
 
What's a worker’s market? Job quality and labour market tightness
What's a worker’s market? Job quality and labour market tightnessWhat's a worker’s market? Job quality and labour market tightness
What's a worker’s market? Job quality and labour market tightness
 
International Sustainability Standards Board
International Sustainability Standards BoardInternational Sustainability Standards Board
International Sustainability Standards Board
 
Upanishads summary with explanations of each upnishad
Upanishads summary with explanations of each upnishadUpanishads summary with explanations of each upnishad
Upanishads summary with explanations of each upnishad
 
Independent Study - College of Wooster Research (2023-2024)
Independent Study - College of Wooster Research (2023-2024)Independent Study - College of Wooster Research (2023-2024)
Independent Study - College of Wooster Research (2023-2024)
 
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFiTdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
 
Applying the Global Internal Audit Standards_AIS.pdf
Applying the Global Internal Audit Standards_AIS.pdfApplying the Global Internal Audit Standards_AIS.pdf
Applying the Global Internal Audit Standards_AIS.pdf
 
Does teamwork really matter? Looking beyond the job posting to understand lab...
Does teamwork really matter? Looking beyond the job posting to understand lab...Does teamwork really matter? Looking beyond the job posting to understand lab...
Does teamwork really matter? Looking beyond the job posting to understand lab...
 

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

  • 1. 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
  • 2. 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
  • 3. 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
  • 4. 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