Springboard, a Web-based practice management resource system, is designed for wholesalers to use in meetings with advisers. Working with NGAM’s retirement strategies group, advisers will have access to practice management tips, tools, ideas and best practices around branding, marketing, sales, client management and practice operations.
An online tool, Beyond the Numbers, lets advisers create a statement of value for plan sponsor clients. After inputting information about their accomplishments, service team, the client’s plan and plan goals, the program generates a professionally designed customized statement that clearly defines the value delivered to the plan sponsor each year, which NGAM called an effective way to help plan sponsors focusing on fees see the value an adviser brings to the plan.
The programs, powered by Ann Schleck and Co., are designed to help advisers who are pressed for time and in search of ways to provide short but effective meetings with clients, and that include tools to help them expand their retirement practice.
“We are providing the tools and coaching advisers about how to generate new business, preserve their client base and add value,” said Matthew Coldren, executive vice president of the client solutions group at Natixis Global Asset Management, U.S. distribution.
Joining forces with Ann Schleck and Co., a nationally known consulting team for retirement professionals allowed NGAM to enhance its suite of retirement tools, Coldren said. “These programs meet a well-known need in our industry,” he said.
Based on assets under management of $785 billion as of March 31, NGAM S.A. is one of the 15 largest asset managers in the world.