Viewpoints about
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Solve a retirement plan problem to win over prospects
Growing your financial advisory business requires finding qualified prospects. To turn prospects into clients, try to find a catalyst—a solution to a problem they’re experiencing. Learn how to identify deficiencies in a retirement plan, turn them into strengths, and showcase your value.
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A framework for designing 401(k) plans to support M&A deals
Mergers and acquisitions can create significant retirement plan changes for the entities and employees involved. This four-step framework provides retirement plan consultants a good starting point for steering your clients through these critical transitions.
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How to use appendices in your retirement plan service agreement
Running an employer-sponsored retirement plan can be complex. Determining who’s responsible for what can be challenging. A thoughtful service agreement between yourself—the financial professional—and your plan sponsor client is critical to establishing your role.
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What services does a TPA provide?
If you’re a third-party administrator (TPA) in the retirement industry, then you know you play an important role in making a retirement plan work. You help plan sponsors and financial professionals manage their retirement plans amid changing legislation, regulations, and more. How do you adapt to these evolving needs? We’ve got a few things you can consider to help you determine where you want to focus your energy.
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Three investor trends that could fuel the evolution of the financial professional
These three investor trends could redefine the role financial professionals play and the services they provide in the years and decades ahead.
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Building a profitable retirement practice amidst fee compression
Developing a sustainable, thriving advisory business in the retirement industry, where fee compression is rampant, can be a daunting challenge. View it as an opportunity to reevaluate and retool your practice to help you be profitable and prosper through all market conditions.
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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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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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