Great deal overall; the owner was looking for a service that could offer a full integration with his 401K broker. When I confirmed that we could indeed offer such an integration (amongst other core features he was looking for), we started the process to get him signed up. Best part, he didn't balk at price and I quoted him without discount or incentives. I feel as though so many people offer discounts right out of the gate to win the deal without relying on their own skills/ the product features.
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