contents July -August 2021 / Growing Your Practice Issue COVER STORY 16 Proposals That Please Make your responses to RFPs stand out above the rest. RESEARCH 20 2021 PLANADVISER Small-Plan Services Survey: Small Wonders Plan options that are good for small businesses, profitable for advisers. SALES CHAMP 28 'Like' Me How to procure, and use, client endorsements to advertise your practice. REFERRALS 34 Building Out Referral Networks How should you ask your centers of influence for recommendations? SUCCESSION 36 Look Toward the Future The pandemic has brought adviser succession planning to the fore. ERISA VISTA 38 Now a Fiduciary A prudent process for rollover advice. COMPLIANCE CONSULT 39 Cybersecurity and ERISA DOL guidance should prompt clients to ask for help with compliance. in every issue 2 publisher's note 4 data points 6 compliance news 10 trends 40 Q&A planadviser.com July-August 2021 | 1http://www.planadviser.com