50,000 Ft. - Initial Meeting Meeting Objectives: Determine goals and priorities for company retirement planDetermine if relationship is a good fitSet the next meetingExpected Duration:Meeting Length: 30-45 minutesTime Until Next Meeting: Often combinedDiscussion Topics:Explaining our processReview current employee benefit offeringsDescribe the scope of our retirement plan offeringsDiscuss fees and compensation Next Step: 40,000 ft. - Data Gathering
50,000 Ft. - Initial Meeting Meeting Objectives: Determine goals and priorities for company retirement planDetermine if relationship is a good fitSet the next meetingExpected Duration:Meeting Length: 30-45 minutesTime Until Next Meeting: Often combinedDiscussion Topics:Explaining our processReview current employee benefit offeringsDescribe the scope of our retirement plan offeringsDiscuss fees and compensation Next Step: 40,000 ft. - Data Gathering
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