When developing an effective business plan for retirement plan sales, it is important to establish clear, measurable goals as it relates to the different areas that will need your time and energy. The 401(k) Academy and Plan Design Consultants hope the below tools and information can help ignite your plan of attack.
BUSINESS PLAN AREAS
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What percentage of your overall business will be retirement plans?
Academy Tools - INFORMATIONAL ARTICLE
RETIREMENT ADVISOR TIME CALCULATOR - What will be your value statement? How will you clearly show the advantages that a Plan Sponsor gains when working with you?
Academy Tools - ADVISOR BIO TEMPLATE
SERVICE AGREEMENT TEMPLATE - How will you develop your pricing model for different types of plans and service needs?
Academy Tools - STUDY ON ADVISOR COMPENSATION AVERAGES
RECORDED 401(k) ACADEMY WEBINAR
POWERPOINT DECK - ADVISOR FEES - What types of Prospecting Techniques will you utilize to generate new leads?
Academy Tools - PROSPECTING IDEA - What kind of revenue can I expect to generate annually from retirement plan business?
Academy Tools - ANNUAL REVENUE CALCULATOR