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Using Our Key Takeaways from 2018 to Shape the New Year

Traditionally, New Year's is a time to reflect on the past and use what we learn to improve the future. Plato said, "The unexamined life is not worth living." With over 50 employees (and a considerable number of new hires), I thought that it would be interesting to interview several members of the ABG dream team to learn about their biggest 2018 takeaways.

Here's what they said:

THE PROSPECTING FLOW: The Discovery Meeting

Past articles in the Prospecting Flow series discussed starting the conversation with a 401(k) prospect plan decision maker, posing your initial questions to confirm the research you have on the plan, managing their objections and obtaining their opinion on improvements for the company 401(k) plan. You are now able to decide whether to move forward with them and set up the Discovery Meeting.


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