On Tuesday, record-keeping colossus Ascensus announced that it has restructured its Elite Advisor program to enable financial advisors to offer plan sponsor clients a higher level “of personalized service and to better grow their retirement practices.”
The program, introduced nearly a decade ago, offers concierge-like services to financial advisors and third-party administrators (TPA) with large numbers of mutual clients with Ascensus.
“Today’s Elite Advisor program has been remastered to offer members expanded service and client management resources,” the Pennsylvania-based company commented. “Its core goals are to enable Ascensus to develop deeper relationships with the firm’s most loyal advisors and their clients and to help these advisors scale their retirement plan business.”
“Our relationships with leading advisors and TPAs have been built on trust, shared goals, and service excellence,” Jason Crane, head of retirement sales at Ascensus, said in a statement. “The Elite Advisor program is designed to ensure we give these key partners the attention and dedication they deserve.”
‘Elite Advisor’ Features
Among other features, all Elite Advisors and their plan sponsor clients receive dedicated strategic account managers and personalized guidance from Ascensus’ team of ERISA attorneys.
Ascensus’ strategic account managers each have several years of retirement industry experience in leadership or relationship management roles, it claims.
“They consult with the program’s members on a regular basis, discussing best practices or providing updates on new services and technology enhancements that can address client’s plan objectives. Strategic account managers also ensure that advisors are up-to-date on the health of their plans and that their clients are receiving the best possible support.”
Advisors that achieve top-tier status also receive direct access to Ascensus’ executive team and an opportunity to participate in exclusive, invitation-only events, including the annual Elite Advisor Conference.
“We’re committed to providing our Elite Advisor program members with the consultation, expertise, and service model that will best position them for success with their clients,” Rick Irace, chief operating officer of retirement at Ascensus, concluded. “Our program rewards these top advisors not only for their loyalty to Ascensus, but also for their continued commitment to helping clients and their employees save for a more secure retirement.”
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
