Browsing Tag
401(k) Client Acquisition
217 posts
Principal-Wells Fargo Deal Moving Toward Early 3Q Close
After announcing in April it would buy Wells Fargo’s retirement plan services business for $1.2 billion, Principal Financial…
Plan Participants Rank Top 401(k) Providers
Charles Schwab, Bank of America and Fidelity Investments topped the respective large-, medium- and small-sized 401k plan participant…
Follow Me: Clients Cool with Advisor Social Media Connections
More evidence that engaging with clients on social media is a good way to foster the advisor-client relationship…
Most Advisors Gaining Clients with Social Media
At the end of the 2019 NAPA 401(k) Summit on Tuesday in Las Vegas, closing keynote speaker Joey…
Why 401k Marketing Gives You Something to Talk About
Two friendly 401k advisors walk into a conference room, and the conversation goes: “How’s business?” asks Bill. “Steady,…
Why Did 1 in 4 Consumers STOP Doing Business with Certain Financial Firms?
Something for 401k advisors to think about as you craft your next message to a client: Personalization in…
Top 5 Most Trusted Financial Firms
Increasing customer loyalty is the surest road to bigger profits for financial services brands, according to the latest…
401ks Show Net Outflows, Signaling Slowdown
401k outflows are eclipsing inflows. Global research and consulting firm Cerulli Associates finds that from 2012 through 2017,…
Prospecting strategies to help win & retain 401k business
The opportunity for qualified plan sales is large and growing. With $7.7 trillion in retirement plan assets and 550,000 401(k) plans, the chance to cultivate new business and the need to retain current clients becomes clear when 38 percent of plan sponsors are actively... Article Sponsored By: MassMutual
The Tangible Benefits of a Client-Centric 401k Experience
Joe DeNoyior and his team at Global Retirement Partners treat the “client experience” as something akin seeing a…