Case Study: How to Prospect Executives with Risk Assessment Report
When you’re looking for individuals that could be potentially good for prospecting, you need to search for names and positions of key executives. The whole process can be tiresome and take a lot of time and effort. Moreover, you need to get some detailed and helpful information for a proposal, based on thorough analysis and a client centered approach.
Case Study: What is Wealth Crash Test and How it can Help You
Our client can reach out directly to thousands of HNWI leads using our POW 2.0 tool. They can even create a risk diagnostic report on the lead’s 401(k) plan using our Portfolio Crash Tester.
Case Study: Here is How a Prudent Process Approach Prevails
Litigation against plan sponsors is nothing new. But in the aftermath of the financial crisis of 2007-2008, the number of excessive fee lawsuits that were brought by participants in 401(k) has increased. Tibble vs. Edison, decided in 2017, was one of the most famous cases in which the plaintiffs claimed that executives of the Edison International Inc.
Case Study: Finding Plans with the Highest Fees
Our client specializes in cutting out excess fees in retirement plans, so their ideal prospect is one that is paying too much for their current plan. They need to be able to easily identify plans that are paying a high cost for their size, so how can they identify how much is too much?
Case Study: Winning 401K Business by Knowing Who Is Around You
Our client recently launched his RIA business in the suburbs of Chicago. He is determined to grow by prospecting as much as possible and using every opportunity to approach various plan sponsors. He had scheduled a meeting with a prospect and wanted to use that meeting as a pretext to get meetings with other prospects in the immediate area. He reached out to us for guidance on how to accomplish his plan
Case Study: How to Quickly Find Plan Executives to Prospect More Efficiently
What can be done? How can an advisor get in touch with the right people and be more successful in contacting a plan sponsor?
Case Study: How to Use Comparisons to Alert Complacent Plan Sponsors
Plan sponsors are busy people and generally busy people are actively looking for more things to do. So, it is understandable if a plan sponsor is so content with the current state of their 401k that they don’t welcome the task of dealing with a new advisor who is recommending changes.One of our advisors asked how we could help them get through to a plan sponsor that is resisting the notion that the plan needs changes?
Case Study: Creating Powerful Benchmarking Charts to Illustrate How a Plan Ranks
The Ask: The client wants to be able to better analyze their prospects for their 401(k) business. Our client asked us for help in contextualizing pertinent plan statistics and data...Read More
Case Study: Selecting and Monitoring Target Date Funds
Target Date Funds or TDFs, became a big part of the retirement process. At this point, TDFs represent around 20% of all 401(k) plan assets and approximately 50% of all...Read More
Case Study: How to be the First to Analyze Your Prospects Latest 5500 Filing
The Ask Our client, a small RIA, was looking to win more 401K business. She has been targeting a good prospect for months using a drip campaign, and wanted to...Read More