Deals & People May 9, 2012

DCAdvisors Names John Rowe for Client Consulting Group

DCAdvisors announced the addition of John Rowe to the client consulting group and the firm’s leadership team.
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Rowe brings 30 years of experience, including senior leadership roles in business development, client management and product development while working at American Express (now Ameriprise), Merrill Lynch, Genworth and MetLife. He is proficient in lifetime income solutions within target-risk and target-date investment strategies. Rowe holds a bachelor of science in finance and economics from Ball State University in Muncie, Indiana.

“John’s experience with institutional investments and his industry knowledge will be immensely valuable to our clients as we advise retirement plan sponsors on the new 408(b)2 and 404(a)5 fee transparency requirements, design appropriate risk-mitigation strategies, and deliver enhanced service provider and investment menu benchmarking services,” said Dan Esch, DCAdvisors’ managing director.

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Products May 9, 2012

FiPath Launches Client Acquisition Tool for Advisers

FiPath for Advisors introduced ReferMyAdvisor, which generates prospective clients through an automated e-mail marketing platform that contacts an adviser’s existing clients.  
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Advisers can leverage a good client relationship to ask for referrals from the client’s friends and family. Clients to approach for referrals can be added singly or uploaded from an Excel spreadsheet. Once data on prospects, clients or referrals is in the system, it is managed on the platform or can be exported back to the adviser’s own database.

Introductory e-mail templates can be customized with the adviser’s own text. When a client enters information for a referral, the system generates an e-mail to the prospect, introduces the adviser and invites the referral to make an appointment. Prospects are also invited to take a quiz on financial preparedness. The system notifies the adviser by e-mail, giving the contact information of the referral.

More information on ReferMyAdvisor is available here.

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