Chatham Partners Announces Two-Part Webinar Series: Strategies for Attracting New and Retaining Existing Retirement Plan Clients

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Chatham Partners (http://www.chathampartners.com), a Waltham, Mass.-based market research and consulting firm specializing in retirement markets, announces two free webinars: “Drivers of Client Satisfaction (and Dissatisfaction) in Retirement Markets” and “How to Maximize Sales Effectiveness in Retirement Markets.” Each one-hour webinar will focus on a specific aspect of the retirement plan market and provide attendees with actionable information for attracting new and retaining existing clients. Chatham

Chatham Partners presents two free webinars designed to help Retirement Service Providers improve their strategies for attracting and retaining clients.

Chatham Partners, a market research and consulting firm specializing in retirement markets, announces two free webinars: “Drivers of Client Satisfaction (and Dissatisfaction) in Retirement Markets” and “How to Maximize Sales Effectiveness in Retirement Markets.” Each one-hour webinar will focus on a specific aspect of the retirement plan market and provide attendees with actionable information for attracting new and retaining existing clients.

Chatham Partners has worked with leading retirement service providers in developing innovative approaches for efficient client acquisition and retention strategies for over ten years. In presenting these webinars, Chatham will draw upon thousands of surveys it conducts each year on behalf of its clients, and its well-established domain expertise.

Drivers of Client Satisfaction (and Dissatisfaction) in Retirement Markets:
Embracing Retention as a Driver of Growth
Tuesday, April 12, 2011
2:00 pm - 3:00 pm EST

What are the key ingredients to increasing client loyalty and satisfaction? Good client service is critical to attracting new and retaining existing clients, but what is "good client service" and how is it achieved? Join Chatham Partners for a complimentary 60-minute webinar on April 12th where we’ll discuss these topics.
This webcast will help attendees understand:

  • How satisfied plan sponsors are and what activities ultimately drive their satisfaction
  • The prevalence of at-risk clients and what drives their dissatisfaction
  • How high the client service bar has been set
  • How to differentiate between client satisfaction and loyalty
  • Best practices in developing and maintaining client satisfaction regardless of market conditions

How to Maximize Sales Effectiveness in Retirement Markets
Tuesday, May 17, 2011
2:00 pm - 3:00 pm EST

What are the critical success factors in winning clients in the retirement services market? As the industry becomes increasingly competitive and product offerings and regulations become more complex, every element of the sales process will require intense scrutiny. Join Chatham Partners for a complimentary 60-minute webinar on May 17th where we’ll discuss these topics. This webcast will help attendees understand:

  • What differentiates table stakes from the drivers of winning new business
  • How the plan sponsor decision-making process has evolved over time
  • Critical success factors in executing an effective sales process
  • How to use benchmarking to build a winning sales process

Webinar Hosts
Both webinars will be hosted by Chatham Partners CEO Peter Starr and Managing Director Josh Dietch and both will include a 40-minute presentation and question and answer session.

Peter Starr, CEO of Chatham Partners
With over two decades specializing in the financial services industry, Peter has earned a reputation as a dynamic, results-oriented advisor and consultant as well as an international thought leader on retail and institutional financial services. Major clients have included J.P. Morgan, State Street, Bank of New York Mellon, and Diversified. Peter is a frequent industry speaker on trends in institutional and retail markets both in the U.S. and abroad. He is quoted frequently in such news outlets as The Wall Street Journal, New York Times, Pension and Investments, Fortune Magazine and Institutional Investor. He has appeared on NBC Nightly News, CNBC and CNN to discuss financial service trends.

Joshua Dietch, Managing Director of Chatham Partners
Joshua manages research and consulting engagements that focus on client retention and new business development processes. He has consulted to numerous leading financial services clients, including TIAA-CREF, T. Rowe Price, Mercer, and Principal. Joshua has been quoted on financial issues for leading publications such as the New York Times, The Wall Street Journal, Pensions and Investments, Investment News and several trade publications, and has also appeared on CNBC.

About Chatham Partners
Chatham Partners provides customized market research and strategy consulting services that help businesses understand the explicit, implicit, and latent needs of clients and prospects. Our fact-based analysis and recommendations enable organizations to improve sales processes, client service/retention, product/service offerings, and market perceptions.

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