Browsing Tag
401(k) Client Acquisition
215 posts
401(k) Client Acquisition refers to the process of identifying, attracting, and converting new clients—typically employers or plan sponsors—into adopting or switching to a particular 401(k) retirement plan provider or advisor. It combines elements of sales, marketing, and relationship-building, but with strategies tailored to the retirement plan industry’s unique regulatory, fiduciary, and trust-based nature.
How to Multiply Your 401(k) Connections Using ‘Weak Links’
I’d asked a 401k advisor about his marketing efforts and the reply was an enormous Rolodex that landed on the desk. It was impressive.
Wells Fargo Glide Path Hits Target Date Turbulence
The peril of ratcheting up risk in target-date glide paths was further illustrated with the revelation that Wells…
The Key to Converting Prospective 401(k) Clients
Thoughtful communication helps 401k advisors build trust, strengthen client relationships, and open doors to new opportunities.
How to Get Help With the 401(k) RFP Process
SPARK Institute RFP Guide updated with new regs, tech, cybersecurity standards; free to members, $100 others. Order by phone or email.
The Critical Difference Between Advisor Value and Value Proposition
Insights from Craig Rosenthal on 401(k) advisor value propositions and fee reasonableness at the Excel 401(k) conference.
How to Approach and Serve ‘Generation Now’ Clients
'Generation Now' investors control $3.5 trillion in investable assets, and their lives have been shaped by global uncertainty and instability.
The 2017 Top Advisor By Participant Outcomes
401(k) Specialist focuses sharply on participant outcomes—the true measure of 401(k) success. Share insights to vie for TAPO honor.
How to Reach the Next Level in the 401(k) RFP Process
It’s all about the upgrade—house, phone, and sometimes sadly (or not) spouse. It’s human nature to wanna climb…
A New Millennial Mindset in 401(k) Retirement Planning?
Retirement is a distant concept for millennials, many of whom would rather save and spend to achieve a…