Eric Dyson - Selling vs Negotiating

Be More Than A Fiduciary

In this episode, Eric discusses:

• General concepts on negotiation
• The best timing for price negotiation
• The give and take of negotiations
• Selling should be a win-win process

Key Takeaways:

• Develop a framework with priorities, goals, and objectives before conducting a record keepers search. This needs to take place well before selling and negotiating ever start.
• Negotiate price towards the end of the process, not early on.
• Never give away something without getting something in return during negotiations.
• Selling is a win-win process focused on solving problems and fulfilling genuine needs, while negotiation involves give and take between parties.

“Selling is win, win. And negotiation is give and take.” - Eric Dyson

Connect with Eric Dyson:

Website: https://90northllc.com/

Phone: [phone]

Email: [e-mail]

LinkedIn: https://www.linkedin.com/in/401kguy/

The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to change

It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.

The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.