Having a deep bench of expert support can help you add more value, strengthen client relationships, and grow your practice.
As an advisor, your goal is to be your clients’ go-to retirement plan resource, which requires you to wear a lot of hats. However, it isn’t reasonable to expect that you can fulfill all of these roles and be all things to your clients by yourself.
In fact, the most successful retirement plan outcomes are most likely to be achieved through partnership with an all-star “dream team” — composed of the plan sponsor, third party administrator, recordkeeper, asset managers (defined contribution, investment only (DCIO)), wholesalers, and of course, you, the advisor.
Every retirement plan advisor should have a variety of support resources and expertise to tap into so they can offer value-added services to their plan sponsor clients, whether those professionals are by your side or behind the scenes. Here is how partnering … Read More