Deals & People November 17, 2011

ASPire Expands DC Sales Team

ASPire Financial Services has hired Eddie Griffin as Regional Director of Sales in the Northeast Region.
Reported by

Griffin joins ASPire from Expert Plan, where he led sales in the Northeast Region and managed several national accounts. Griffin will report to Lou Bachetti, Head of Sales and Distribution, who joined ASPire in September.

“The addition of Eddie Griffin is a great fit for ASPire given Eddie’s many relationships and track record in sales growth,” said Lou Bachetti. “It is an important step in the initial phases of the expansion and build out our distribution model. ASPire is well positioned to grow market share with RIAs, TPAs, advisers and broker/dealers.”

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Founded in 2002 and rebranded in 2009 (see “Tampa Recordkeeper Rebrands”), ASPire Financial Services provides recordkeeping services and communications platform solutions to the retirement plan industry. With offices are in Tampa, St. Petersburg and Denver, the company has more than $4 billion of recordkeeping assets, 150,000 participants and 5,000 retirement plans.

Products November 17, 2011

Marketing Site Seeks to Connect Advisers to Consumers

FiPath has launched FiPath for Advisors, an online marketing solution to help advisers generate leads.  
Reported by

FiPath for Advisors was developed by FiPath, creators of a financial education website. The company reports that more than 250 advisers have already enrolled and are using the program to help them learn how to use social-media tools and navigate the regulatory environment to leverage online marketing channels. FiPath for Advisors aims to connect advisers with clients through a variety of connection points, including a member match program that taps into a network of more than 70,000 consumers who are seeking financial guidance through FiPath’s consumer-facing website, FiPath.com.

FiPath for Advisors helps advisers leverage the power of social media to connect with potential clients by providing what it says are industry-best practices for online marketing and client acquisition. The goal is to reduce marketing costs and increase social media savvy.

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Resources for advisers include:

  • Member-match program to connect advisers to potential clients
  • Webinar platform to connect with community members
  • Collaborative forums to tap into others’ expertise
  • Opportunities for content contribution and visibility
  • Best practices related to social media compliance, regulatory, marketing and practice management

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