Advisors Advantage - April 2017

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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Thinking Outside The Box For Plan Providers.

It's a way to get ahead.

The retirement plan business is one of the most competitive businesses out there because there is so many competing plan providers out there that are also looking for plan sponsor clients and they will certainly be contacting your clients. As someone who has a been a retirement plan sponsor, I've seen the junk mail from financial advisors, auditors, and other plan provider looking at my small plan as a potential client. Retirement plan providers maybe a dime a dozen, but thinking outside the box and doing things that their plan providers aren't doing will help you stand out among the competition, This article is about how you can think outside the box and help your plan provider practice stand out among the competition...

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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