MOST EXPERIENCED RETIREMENT advisors work closely with two to three providers giving them a majority of their business.  Though they should be open to working with all providers and have another three to five providers in the wings, the reality is that advisors can only know a few record keepers intimately and must limit the number of close partners to get the extra support advisors need to grow and maintain a larger book of business.  And while prospecting is perhaps the most difficult and time-consuming part of an advisor’s practice, most provider partners offer little if any support.

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Going Beyond the Spreadsheet to Uncover a Provider's True Value

Asking the right questions can reveal the real value of a retirement plan provider.

WHEN IT COMES to presenting retirement plan providers to your clients, chances are a spreadsheet is involved. This age-old tool inevitably proves useful in showing differences in administration, technology, employee communication and, of course, pricing. But how good is it at revealing whether or not a provider will pay attention to your clients, build and maintain professional relationships, make their jobs easier and offer solutions that exceed expectations?

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Acquiring Retirement Plan Business by Partnering
 

THE WORKING RELATIONSHIP between a financial advisor and a retirement plan solutions provider has the potential to be much more valuable than a vendor-client exchange.  A provider who offers a comprehensive range of services and support can help an advisor acquire, retain, and protect retirement plan business, even in a volatile marketplace.

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FOUNDED IN 1995 by its current President, Tommy Thomasson, DailyAccess Corporation (DAC) is a leading independent, national TPA and record keeper.  A pioneer in using technology to help experienced advisors grow their businesses, their model has become more popular as advisors look for unlimited investment choice, transparent fees, and reasonably priced plans, as well as personal assistance.

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Prospect Pipeline APPOINTMENTS
Over $88 Million in 401(k) Set Appointments Available!

Appointments currently available for sale with Plan Sponsors who want to meet face to face on a specific date and time!  For lead details, contact your Account Executive or call 877-777-401k, extension 3573, to speak with Mary Christopher (mchristopher@401kExchange.com).