Category Archives: Partner Pointers

Target Large Plans

How Elite Advisors Target the $10mm+ Retirement Plan Market

Recent disruption in the upper end of the small-mid size plan market has created greater opportunity for specialist advisors to capture larger plan business. Plan provider mergers, fee compression and the move to more passive fund lineups have upset the traditional business model of the investment-based provider.

Jun 19, 2019

Many financial advisors and bank trustees have found success in the small 401(k) market. In most cases, the decision to hire an advisor is built on a previous business or personal...

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