The Retirement Center connects advisers, particularly those focused on high-net-worth clients who tend to be business owners and executives, with a resource center of the firm’s expertise in retirement plans and corporate benefits. The center also serves as a showcase for the NFP services advisers can use to address the personal retirement needs of a business owner or an executive.
Among the offerings are customized marketing support, discounted fiduciary certification services, and access to outside legal resources and executive compensation/ benefits experts. This resource empowers advisers not only to win retirement plan business, but also to execute the complex benefit strategies that will establish the deep and lasting relationships with executives and business owners that differentiate the most successful practices.
According to James Poer, president of NFP Advisor Services Group, retirement plan business is one of many disciplines the firm’s advisers use to expand their book of business and create relationships with executives and business owners. “We’ve always been committed to this business and are proud to roll out the next generation of support that highlights the unique combination of capabilities that only NFP can provide,” Poer said.
“The Retirement Center is a collection of the rich and diverse expertise exclusive to NFP with the added benefit of our depth and breadth of capabilities across multiple business lines,” saidEd O’Malley, president of NFP Corporate Client Group. “By connecting advisers with these elite resources, we are investing in their future success as no other firm can.”
NFP Advisor Services Group is a business segment of NFP that serves independent financial advisers, including registered independent advisers (RIAs) and hybrids, by offering broker/dealer and asset management products and services.