Do Not Trade Time For Money: Focus on Value You Add to Qualified Plans
Imagine combining features of an email marketing engine such MailChimp with the most detailed database of 700K+ plans and 1.2M+ executive contacts at plan sponsors. All this is connected to...Read More
Sell Massively to Plan Sponsors Without Leaving Home
2020 certainly started out with a bang, in fact, with a few of them. Market volatility is putting fear into the hearts of 401(k) holders and plan sponsors. Virus fears are causing people to travel and interact less. So what is a retirement plan advisor to do in such an environment?
1 Thing Advisors Need To Do To Keep And Attract Plan Sponsors
Plan Sponsors are changing management styles of 401k plans Plan Sponsors know something is wrong Advisors need to show holistic involvement Advisors need to be stewards and educators Advisors need...Read More
Larkspur Executive Infographic
Competition is getting ever tighter for financial advisors in the retirement plan space. With so much at stake, you cannot afford to use the same data and tools as everyone...Read More