%HTMLsymbol; %HTMLspecial; ]> Franklin Templeton Investments | Win-Loss-Studies

Insights on Closing the Sale

    The study is based on interviews with plan sponsors providing vital intelligence on actual bids. Program materials discuss:

    • Factors that most influenced the plan sponsors’ decision-making process
    • Client feedback that reveals how plan sponsors reacted to advisors’ approach and sales process
    • Surprising insight on what factors had the least effect on outcome, outlining where to best conserve time, effort and resources