Three Guidelines for Forecasting Sales Growth During Uncertain Markets

Posted by Jason Brown on Thu, Jun 27, 2013

Retirement services companies frequently ask us how to forecast growth and establish sales goals in times of market uncertainty. Growing assets under management (AUM) is, of course, of primary interest to providers of 401(k)s and other retirement services.

But when the market swings widely, as in the past five years, establishing AUM forecasts can be difficult.

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