Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Products August 21, 2012
CPI Realigns Sales Teams
CPI Qualified Plan Consultants Inc. combined its six regions into three
divisions: Northeastern, Central/Southeastern and Western.
Reported by PLANADVISER staff
In addition to the three sales divisions, the redrawn CPI map illustrates areas of the country targeted for new consulting offices: Houston, Philadelphia, North and South Carolina, Michigan and Indiana.
“Our comprehensive array of retirement plan programs and our focus on helping employees achieve a successful retirement has positioned us to expand the number of our regional offices to 21 by the end of 2013. The divisional structure enhances our ability to respond to CPI’s growth and provide better service to all of our clients,” CPI’s president Jon Prescott stated.
You Might Also Like:
Rethinking Opportunities for RIA Growth
OneDigital has revved up its pursuit of growth by aggressively building career pipelines and by utilizing artificial intelligence ‘coworkers.’
Advisers Step Up as Clients Face Market Uncertainty
During market swings and economic stress, advisers delivered steady guidance, reinforced their value and identified growth opportunities despite the volatility,...
AI Firm Jump Announces Integrations with eMoney and RightCapital
The partnerships allow advisers to keep financial plans updated without manual data entry.