The Impact of COVID, Current Trends, and Culture on Advisor Requests for Proposals (RFPs)

In this episode of Revamping Retirement, our hosts connect with CAPTRUST’s business development and sales enablement expert, Greg Middleton, for some enlightenment on advisor requests for proposals (RFPs), including recent trends, the role culture plays in the advisor selection process, the impact of COVID-19, and more.

Episode 31

In episode 31 of Revamping Retirement, Jennifer Doss and Scott Matheson talk with Greg Middleton, senior director of business development and sales enablement at CAPTRUST, to discuss his recent webinar on advisor requests for proposals (RFPs).

Middleton provides unique industry perspective on why challenging times often drive plan sponsors to assess providers and their services and the ways RFPs can help plan sponsors understand recent market trends, cybersecurity, selection process, and more.

In Minute with Mike, Mike Webb shares what plan sponsors need to know about health savings accounts (HSAs) and how they can help support successful retirement outcomes.

Download Transcript

Post Topics