Growing your 401(k) Business

Gaining clients is one way to grow your advisory firm, but are you maximizing the services you can offer your existing clientele? Without the right information and the proper tools, it can feel overwhelming. After all, your expertise is in financial planning and investments, not in the realm of retirement plans. That’s why we take care of all of that for you. As your third-party administrator, we provide support, plan design expertise, and help you avoid potential challenges as you launch, grow, and improve your 401(k) business.

Your clients depend on you for advice and look to you to guide them in the right direction to help their business achieve all the goals they have set. If you want to fulfill your role, you need access to the most current information and proven tactics. We will partner with you to deliver exceptional service to retirement plan sponsors and participants.

401(k) Sales Champion Workshop©

In addition to the sales resources we provide to all advisors, we have developed the 401(k) Sales Champion Workshop. This is a complete sales development program for advisors who wish to expand their business by offering retirement plans.

The workshop will maximize your opportunity to assist employers and their employees, and help you achieve your own growth goals for your firm. Learn more about our free workshop and sign up today!