Winning Business Using TDF Fit Analysis

Episode 4

Watch as Kellen walks through a real-life case study, explaining how an advisor successfully utilized the TDF Fit Analysis to win a $500M plan! 

Kellen Foley, CFA
Director, Investment Management
Takeaways

02:40

  • People don't solve small problems, they solve BIG problems

05:30

  • You can use Larkspur to identify plans with high contributions and "aggressive" TDF glidepath - ask us how today

08:15

  • Try proposing TDF Fit Analysis for project-only work - and then let us do the work for you!