Helping You Grow and Protect Your Business
At ABG, working with financial professionals is primary to our success and we don’t leave it to chance. Our Advisor Marketing Program is designed specifically to help you grow and, just as importantly, retain retirement plan business.
Our new business program is there to support every phase of your sales process from help with plan design and formal proposals to sales presentations and employee education. The key is to help ensure that you present a strong value case to your client or prospect. In our last video, we introduced our sales support program. If you didn’t catch it, you can watch it on-demand from our Advisors First video library.
Based on your resources and business model, we are also available to establish a solicitor relationship that will allow you to retain your valuable client relationships while we take on fiduciary advisory services.
While growing your book of retirement plans is our goal, it is critical that we also take the necessary steps to ensure longevity of the business. The first step in protecting your current business is to make sure each client’s plan is well designed to meet their particular goals and objectives. We get this right by providing custom plan design consulting that takes full advantage of the latest plan features like auto-enrollment, auto-escalation, Safe Harbor provisions, Roth contribution options and participant loans.
As each client’s situation evolves, we provide ongoing plan reviews that measure and report on key metrics like participation rates, deferral rates, the quality of participant investing, and how effectively plan participants use the learning and engagement tools we make available to them. We’ll also share fee and service benchmarking reports so your clients can rest easy knowing where they stand.
We don’t leave the growth and success of your retirement business to chance. We help you win new business and then make sure it sticks. We invite you to talk to us to learn how you can put all the tools and resources available from ABG Michigan to work for you.