Business Development


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Advisor Fact Finder

Mike Wesson of Acuff & Associates has shared the fact finder document he provides to the Advisors with whom he works. It is a simple two page piece with questions and suggestions outlined for an Advisor to easily use when out prospecting on their own.

Building an Effective Retirement Plan Sales Presentation

A key part of the retirement plan sales process is developing an effective sales pitch that displays your capabilities, demonstrates your client focus and differentiates your services from the competition. This guideline can help you assess the services you bring to the equation, and understand some key points plan sponsors are looking for.




Insight and information to help you
manage and grow your business.