/ by Craig Rosenthal

Advisor Business Management Dashboard – Profitability

[Part 4] Efficiency + Repeatability + Scalability = PROFITABILITY


Can you imagine doubling, tripling, or even quadrupling your advisory firm’s profitably? In a time of fee compression and shrinking margins, it seems that the only direction compensation is going is down. However, increasing your firm’s efficiency, repeatability, and scalability is the secret recipe to boosting profitability. In this article, we share how retirement plan advisors can accomplish exactly that.


When you add up efficiency, repeatability, and scalability, it equates to profitability.

When the time it takes to run a report is significantly reduced because the data is right in-front of you, it makes for a more efficient use of your time, thus increasing internal profitability.

As you look at your client services, service partners, and investment screening processes, the more varied they are, the more they break down repeatability. Yet, if you use a dashboard … Read More

/ by Matt Golda

Are Your Client’s Retirement Plans Working? No. And Here’s Why.

An Advisors Guide to Fixing the Retirement Plan Crisis

A Bleak Outlook: Savings Crisis Facts

It’s no secret that Americans are severely underprepared for retirement. With social security looking less and less likely to provide for younger generations as the years roll on, retirement plan advisors have a duty and a responsibility to encourage people to save.

Encouragement is only part of the picture, however. There are a number of reasons why Americans aren’t saving for retirement:[1]

40.1% say they don’t make enough money
24.9% say they are struggling to pay bills
10.3% say they don’t think they need retirement savings
9.9% say they have used their retirement savings for an emergency
9.2% say their company doesn’t offer a 401(k) plan
5.7% say they are prioritizing paying down debt

In addition to the savings crisis, there is still large discrepancies in the way retirement plan advisors service their clients from the IPS, plan design, employee education, and more. … Read More