Build your brand to enhance your prospecting
- Personal Brand Building Guide
In a saturated advisor market, how can you stand out and win more business? This interactive guide contains nearly 20 pages of tips, insights, and exercises to help you create a memorable personal brand that converts prospects to clients. - Prospect Marketing Plan
Enhance your prospecting efforts with our customizable marketing plan for advisors—including templates for emails, social media posts, and other marketing materials. - PEP Marketing Plan
As a financial advisor, you know the importance of prospecting, but you might lack the time to put together a marketing strategy. This resource provides a customizable pooled employer plan (PEP) marketing plan with templates and ideas for social media, email, and more to make promoting—and growing—your business easy. - Five Ways for Financial Advisors to Prospect 401(k) Clients
Growing your book of business is easier than you might think. Even if you don’t specialize in 401(k) plans, these five tips can help you prospect more effectively to all your potential retirement clients. - Writing Effective Prospecting Emails
Success in sending engaging and effective prospecting emails starts with knowing the basics. Read this article for tips and sample emails you can use to get the right messages to the right prospects.
Enhance your practice and manage the unique needs that come with scale.
Expand your retirement plan growth strategy
- Advisor PEPCAST Series
The PEPCAST audio series dives deeper into timely topics to help advisors capitalize on growing client demand for pooled plan solutions. Learn more about our MEP and PEP resources for advisors. - How to Assess Retirement Plan Providers
Discover the essential steps to evaluate retirement plan providers with our comprehensive guide, ensuring you make informed decisions for your clients' financial futures. - Small Business Growth Strategy
Advisors may not often work with small business retirement plans, but companies of all sizes need retirement savings solutions too. Gain insight into the opportunities presented by small business retirement plans and how they can help you grow your advisory practice. - Overcoming Business Owner Objections
As an advisor, clients may have a few objections when approached about offering a retirement plan for their business. Learn how to overcome some of the most common concerns employers have about sponsoring a 401(k) plan. - Introduction to MEPs and PEPs
MEPs and PEPs offer many benefits for both advisors and clients: an affordable, turnkey solution with less burden than traditional, standalone plans. Learn more about how MEPs and PEPs can help you grow your advisory practice. - Closing the Gap: Pooled Employer Plans
Pooled employer plans (PEPs) are a type of retirement plan designed specifically to eliminate some of the barriers that have traditionally kept smaller businesses from offering a retirement savings plan and make it easier for more Americans to participate in an employer sponsored retirement plan. - Selling Beyond the 401(k)
While many clients already understand the value of a 401(k) plan, some may be suitable for other retirement plan solutions as well. Learn more about alternative plan types for clients.
Build assets under management and achieve stronger outcomes with Ascensus.
Drive better outcomes with plan design
- Safe Harbor Plan Design Overview
Small businesses often face unique challenges when it comes to passing certain non-discrimination tests, but a safe harbor plan design can help. Use this straightforward guide to help you explain what safe harbor is and how it may benefit clients. - IRA vs 401(k)
When it comes to saving for retirement, clients have numerous options. Use this resource to help explain the key benefits and differences between various retirement plan offerings. - Automatic Enrollment Features and Benefits
There are many benefits associated with adding an automatic enrollment feature to your client’s retirement plan—for both the employer and employees. Use this resource to help clients understand the key benefits of auto enrollment. - Optimizing Plan Performance
Simplify administration, drive participation, and boost retirement readiness with services and programs designed to support plan performance and health.
Learn more about retirement savings options and how plan features can help drive participation.
Ease administrative burdens with supportive tools
- Benefits of Payroll Integration
From growing your business and building a referral network to saving your clients valuable time, learn how a payroll integrated retirement savings solution can benefit all involved. - 3(16) Fiduciary Services Overview
Utilizing a 3(16) fiduciary service can help ease administrative burdens, create efficiencies in your routine processes, and satisfy fiduciary obligations. Learn more about how our 3(16) administrative fiduciary services can help reduce your workload as an advisor.
