About
Your team may be consistently reaching the finalist round, but are you winning business as often as you should? In today's competitive retirement plan marketplace, there are often small, overlooked factors that influence a sponsor's final decision. In this webinar, Manulife John Hancock Investments’ Brandon Radach and Retirement Plan Advisor Search’s Veronica Bray will share what plan sponsors are really looking for throughout the selection process, from the initial RFP and prep call to the finalist meeting and beyond. Attendees will learn how they can differentiate themselves, avoid common mistakes, and improve their chances of turning finalist appearances into wins.
Presenters
1788390008-d786cfec2562946f
Brandon Radach
Senior Managing Director at Manulife John Hancock Investments
Brandon Radach is Senior Managing Director for Manulife John Hancock's Investment Only Division covering the Midwest. Brandon's focus is working with retirement plan advisors providing them with unique positioning and prospecting ideas. Along with that, he enjoys discussing the finals meeting environment and key points on winning more business. This includes follow-up, personal positioning and question asking.
1788390022-206f307809735a02
Veronica Bray
CEO of Retirement Plan Advisor Search
Veronica Bray is a nationally recognized expert in the retirement plan industry, with over two decades of leadership experience in both qualified and non-qualified retirement plans. Her career spans institutional consulting, advisory leadership, and litigation support, positioning her as a trusted resource to plan sponsors, advisors, and service providers navigating the complex fiduciary governance environment.
1788390034-7a7f0c02f0035bb6
Brian Anderson
Editor of 401(k) Specialist
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
Reserve Your Spot
Full name*
Email Address*
Company
Title
We use BigMarker as our webinar platform. By clicking Register, you acknowledge that the information you provide will be transferred to BigMarker processing in accordance with their Terms of Service and Privacy Policy.