Latest Dodson Norwood Survey Reveals Four Secrets of Successful Plan Advisors

Highest ever percentage of plan sponsors looking to switch advisors in an increasingly competitive environment.

Dodson Norwood, an investment company offering a broad range of investment products, today announced the results of its Plan Sponsor Outlook survey. These insights are critical given that, of the plan sponsors surveyed, 18 percent are actively looking to switch advisors.

1. Aligning with Clients’ Areas of Focus
A large proportion of plan spons..

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