• Use CRM to evolve your business

  How often do you take a step back and think about your business? A major component of having a business plan is dependent on how you manage your clients and their data.

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• Virtual reality takes on benefit communication and enrollment

  Imagine having a new member of your benefits staff that you don't need to train, pay or offer benefits. She'll work 24/7 and you can be sure her messages are consistent and compliant.

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• Venus and Mars in benefits advising

  When it comes to benefits advising, are men from Mars and women from Venus? Prevailing "wisdom" would have it that men excel at the strategic level, whereas women are more tactical or excel at account management. Are we really from different planets? Or is it more a case of how we are brought along on our career paths?

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Events Calendar

• 403(b) Plans Issues & Answers Forums

  Sep 04 - 05

  Location: The PGA National, Palm Beach Gardens, FL
• 401k Service Training Program™

  Sep 10 - 11

  Location: Robert Morris University in Pittsburgh, PA
• 21st Annual Benefits Management Forum & Expo - Benefits in a Time of Change

  Sep 21 - 23

  Location: Gaylord National Resort & Convention Center, National Harbor, Md.
• CFDD 2008 Advisor Conference

  Oct 13 - 15

  Location: Fairmont Scottsdale Princess Resort, Scottsdale, AZ
• National Business Coalition on 13th Health Annual Conference

  Nov 09 - 11

  Location: JW Marriott, Washington, DC
• Charles Schwab Advantage 2008 Plan Administrator Services National Conference

  Nov 17 - 19

  Location: Westin St. Francis Hotel, San Francisco, CA