Practice management
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Tips to win more finals presentations
Growing your retirement business as a financial professional can be difficult. You spend time prospecting for new clients and getting a foot in the door for it to all culminate in a one-hour presentation. You may increase your close rate by training yourself to hit a home run at every finals presentation.
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What’s a value proposition statement?
To be successful in the retirement plan market, financial professionals must be able to express their unique value to prospective clients. Learn how to write a compelling value proposition statement.
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The recipe for hosting a successful financial planning seminar
As a financial professional on a retirement plan, you probably host a lot of employee meetings. Make your next meeting a success with these best practices for hosting a seminar, and get plan participants excited about taking steps toward their financial futures.
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How to acquire a retirement plan advisory business
Growing your retirement plan advisory business by acquisition can be a practical—and profitable—option, whether you’re a start-up or an established firm. You want to buy the right company for the right reasons and find a seller who can help you maximize growth and client retention.
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Retirement TPAs—7 tips for optimizing a hybrid work schedule
The retirement TPA workplace has shifted to a hybrid work schedule: part time in the office and part-time remote. Get 7 tips for managing remote employees and making a seamless transition.
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How to sell your retirement plan advisory business
You’ve built a successful advisory business, and now you’re thinking of retiring. Are you thinking of selling your advisory practice? You need to know the steps necessary to properly position your practice years before it’s time to sell.
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Why financial advisor diversity makes good business sense
Fresh perspectives, new markets, and succession plans. Learn how diversity and inclusion in the workplace can help your practice grow and thrive for years to come.
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Opportunities from a retiring population of financial services professionals
Over 35% of financial professionals are planning to retire within the next 10 years, and more than a quarter of them don’t have a clear succession plan. We’ll show you how to turn the risk into an opportunity by grooming rookie advisors and creating an attractive workplace for young talent.
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Three key financial metrics for retirement plan TPAs
Is your TPA firm poised to successfully withstand the changing marketplace? These key financial metrics can help you decide.
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Six myths about retirement plans for small businesses—debunked!
We debunk the myths that keep many small business owners from offering a retirement plan.
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