The back-office support program provides investment monitoring reports and generates RFPs, among other capabilities.
Tag: Client satisfaction
The automated 401(k) provider says its new Partner Portal is designed to serve as the user interface for partners to more efficiently manage their client referrals.
This means building trust by underscoring that they are acting in the client’s best interest and also getting to know them personally.
According to FPA, financial planners who engage in “know your client” behaviors gain deeper personal fulfillment from many more of their client relationships.
To this day, one of the most common reasons plan sponsors turn to advisers is to get assistance with governance, including items such as putting in processes that help avoid litigation and running an efficient committee meeting.
With industry statistics showing that 25% of advisers have changed firms in the last four years, there are clearly many advisers in pursuit of the right business model.
Advisers interested in participating are called on to submit info electronically.
According to Josh Cohen, a big part of PGIM’s strategy as a DCIO provider is to foster conversations across plan sponsors’ own organizations, “presenting them with a framework for frank and practical discussions between the HR and finance functions.”
In response to staff and client feedback, and in the wake of the defeat of the DOL fiduciary rule, the firm is taking steps to reintroduce use of commission-based products for retirement account clients.
The integration brings together retirement income planning software with a web- and mobile-based CRM application.
Once again this year, in an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual Retirement Plan Adviser Survey. The deadline has been extended through the end of the day.
A mere 12% regularly use video options like Skype and FaceTime.
Milliman is still very much a mid-tier recordkeeping provider by scale, ranking 53rd in terms of the total number of plan served and 27th in total assets in custody; this week the firm is launching a new unified sales and service structure in a bid to boost growth and client satisfaction.
The firm is launching a new adviser support program featuring dedicated coaches and customized online tools to support firm growth and improve the client experience.
The underlying technology will be provided by Retirement Plan Advisory Group and delivered to advisers with the support of a centralized team of retirement specialist consultants.
Besides discussing the rollout of UBS One Source, Michael Barry offers some broader ideas about the role of equity compensation and the importance of communicating the value of equity awards to employees.
New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening evening speaker, the award-winning comedian and actor Jason Alexander.