Record Keeping and the Web
on Nov 02, 2011
I learned a few interesting aspects of business in recent meetings with Sales & Marketing folks at a few recordkeepers. Not surprisingly, recordkeepers with a majority of business in small plans are concerned about growth. Where will the next set of small plans come from?
In those conversations, I heard sound, proven ideas from all angles. Ideas such as:
- Sales executives develop plans and compensation models to reward additional prospecting.
- Marketing creates broad industry awareness and targets distribution partners that support the firm’s growth strategy.
- Data Analytics goes through industries, geographies, and other broad data sets to hone in on likely-to-buy prospects.
What I didn’t hear much about was the Web. What about the Web? I thought to look at that question in two directions.
- Post 1: the experience of an entrepreneur as he creates a short list of recordkeepers
- Post 2: the experience at three well-regarded firms’ Web sites