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Change in the retirement industry often requires a reexamination of the assumptions driving our growth strategies. In a shifting, saturated market, we must constantly reexamine retirement resources so we can recognize when our long-held beliefs no longer benefit our clients. The following misconceptions may be hindering the growth of your firm.

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Sponsors in the hospital industry are looking to advisors for guidance on how to manage the costs and operations of pension plans. This checklist is filled with actionable considerations for plan sponsors of both active and frozen defined benefit plans.

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Increased competition, firm compression, similar value propositions, and margin reduction all point to one thing: retirement plan advisors need to find ways to differentiate themselves if growth is their goal. These 4 simple steps will help you showcase your value and avoid common mistakes.

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Winning new clients can take a lot of time, energy and even money—so, finding ways to minimize your costs while maximizing growth in your practice is key. The most successful retirement plan advisors are utilizing tools and resources up front that allow them to zero in on high probability wins and take low probability opportunities out of the equation. How can you identify those “best” prospects? We’ve identified five smart tips that will help you step up your retirement plan prospecting game.

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As a retirement plan advisor, you know the importance of communicating to plan sponsors how current events may impact the health and performance of their plan(s). But great value also lies in helping them understand how our country’s ever-shifting socioeconomic landscape could affect the retirement readiness of their plan participants. While the state of retirement in America has long been in crisis, recent months have brought another crisis—events of a magnitude that could present significant challenges even for those who had been well-prepared for retirement. 

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See how advisory firm Advisors, Inc. won new business with the help of O3 Edge. Advisors, Inc.’s fresh solutions assisted a manufacturing client looking to update their offering of retirement resources and benefits.

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Change in the retirement industry often requires a reexamination of the assumptions driving our growth strategies. In a shifting, saturated market, we must constantly reexamine retirement resources so we can recognize when our long-held beliefs no longer benefit our clients. The following misconceptions may be hindering the growth of your firm.

READ MORE

Amid endless competition and the ever-growing slate of retirement resources needed by existing clients, Retirement Plan Advisors are navigating a newly volatile financial landscape. While setting yourself apart is crucial in today's environment, any good advisor must understand the tendencies and perspectives of their peers. We filtered through some of this year’s most impactful reports to uncover what advisors are currently prioritizing.

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