Tag: Selling

Marketing skill is essential in building up a retirement advisory practice, says Sean Ciemiewicz of Retirement Benefits Group, but public relations can be overwhelming for the unprepared.

Retirement plan advisers share examples of how they sparked plan participants to save a little more, from skipping expensive daily coffee and brown-bagging lunch to “forgetting” about a...

No one wants to talk about it, but everyone wants to know: How do other retirement plan advisers arrive at a fee for their plans? Here, some advisers...

Adviser expectations for their practice valuations are inflated, compared with actual deals closed in the past 12 months, says global analytics firm Cerulli Associates.

The Newport Group, Inc. and Verisight, Inc. are joining forces to increase the size, scale and reach of their respective businesses.

Securian Financial group has unleashed a campaign called BOLD, for “Business Owner Life-stage Design,” that helps advisers address and plan for the many financial needs of small business...

Often, life events trigger financial actions by individuals or households.

What are some secrets to a thriving retirement plan business? Advisers share tips to increase this part of their book of business.

The companies of OneAmerica have opened a new regional office for retirement services in Honolulu.

Retirement plan participants subscribe to a variety of wrong ideas about retirement and their retirement plans, but there are ways to set them on the right track.

Independent retirement plan advisers must leverage third-party service providers to achieve scale and combat business challenges without a large internal support network.

The formula behind successful firm marketing and public relations in the retirement planning industry includes a combination of authenticity, clarity and consistency.

Women rarely take steps to maximize Social Security benefits, and only about a third say they work with a professional financial adviser, research finds.

Advisers could serve an untapped market with a new group benefit from the Principal Financial Group that offers income protection for part-time employees.

It’s an important question for advisory firm owners to ask, says Independent Financial Partners CEO William Hamm, Jr.: What happens to my clients if I have to quit...

Benefit Plans Plus (BPP) LLC has released a new mobile application (app) designed to support retirement plan advisers and 401(k) wholesalers.

On the third day of the 2014 PLANADVISER National Conference, the chief executive officers of Pershing and LPL Financial spoke about how their firms are supporting advisers.

There is no end of things to benchmark in a retirement plan, and measuring advisers’ own services are especially key from a number of standpoints, said panelists at...

Surprisingly, only one-third of retirement plan advisers know their gross and net margins, said Blake Thibault, senior vice president and adviser with Heffernan Financial Services.

The retirement planning industry has long been characterized by a shift from defined benefit (DB) to defined contribution (DC) plans, but advisers still face great opportunity in serving...