AT LAST WEEK'S DCP Institute hosted by 401kExchange and the Boston Research Group, 125 advisors, 15 Broker Dealers and 18 providers gathered in Palm Beach’s PGA National Resort & Spa to discuss “How to Build and Manage a Retirement Practice.”
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ACCORDING TO A new survey from The Scarborough Group, 73 percent of plan participants say they aren’t overly confident in their investing abilities. What’s more, 72 percent of those investors say they’d prefer to get their advice from a person compared to only 20 percent who’d rather get it in Internet-based form.¹
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From last week's Exchange
Dislodging the Blind Squirrel, Not the Provider

LAST YEAR, WE wrote an article about the blind squirrel dilemma and how one advisor was working with providers to help. Though providers would prefer to deal with more experienced advisors, a vast majority of plans in the small and micro markets are sold by blind squirrels.

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Prospect Pipeline APPOINTMENTS
Over $17 Million in 401(k) Set Appointments Available!

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

Prospect Pipeline LEADS
Over $19 Million in 401(k) Business Opportunities!

Leads contain immediate opportunities with Plan Sponsor prospects that are either dissatisfied or actively looking for a plan price/value audit!  For lead details, contact 877-777-401k ext. 3573 or  mchristopher@401kExchange.com.