How big is your RP book? Do you consider yourself a specialist?

like
Posting as :
works at
You are currently posting as works at

I’m a specialist by background trying to build a rp book. You’d think it would be easier to poach accounts from non-specialists, but not the case. What gives?

like

Just curious what’s happening in the market and what people are struggling with. I’m rebuilding my value prop to advisors and don’t want to be the typical “let me pay for everything and force you to hear about my product” wholesaler.

I’m a specialist. I am 100% focused on Retirement Plans - 403(b), 401(k), Defined Benefit, NQ, etc. Poaching from non-specialists can be tough because they usually provide Financial Planning to the decision makers. In addition, 401(k) Plans just aren’t at the top of most company’s concerns unless their administration is broken. To offset this, I try to bring solutions that can help the bottom line of the company or more creatively allow them to save at a much higher level than the 401(k) Plan.

like

Related Posts

If my H1 is up for extension on July 2019, when should I initiate extension. Can I change my home city in that time period?

Hi Everyone,
Im looking for a switch ,
I have 2 years of experience
Having good problem solving skills using java
And my current pacakge is 5.5CTC
So , How much I can expect from switching...
Please Help me

like

Does any one know anything about Samsung R&D Noida?
1. It’s work life balance for QA
EPAM Systems How many days do they take to release offer letter after getting indicative salary & designations?

like

What has been your greatest ROI campaign that you've run?

like

Can capgemini will match counter offer?

canada vs. US salaries at Amazon? I’m interviewing for a role at amazon. Any insights on if the salaries advertised for US roles are comparable for Canadian roles? I don’t want to give my range - in fear that I’ll undersell myself. Any insights? (It’s for a senior proposal manager role -10+ years experience)

like

Hello All
Getting released from the project recently from
Tata Consultancy May any one please help me in getting the project related to AWS DEVELOPMENT in tcs. I'm certified aws developer Tata Consultancy Amazon

like

Hi Fishes, I have an interview with PwC AC in the coming week. My tech stack is Power BI, SQL, SSRS,SSIS and Tableau. YEO -4 Current CTC is 9 LPA. During the initial call with the recruiter he asked for ny expected CTC and I asked for 17 LPA. Can anyone from PwC comment on this? Is this too much to ask or is this what someone at my current level would get paid at PwC. Please let me know!!!! PwC PwC India Pwc AC Deloitte Deloitte USI

like

What is the salary range for university graduate - data scientist roles at Tiktok(US)?

Ok VC firm names - GO! I'll start - Vandalay Capital, with a focus on import/export companies

like

I was promoted to manager 1 last year. What is the % hike i can expect this year. What is the salary range of managers? Service line : tech consulting

like

What is decent package for 10 yrs exp .
Technology is Oracle Ebs technical.

If you knew about technology then only reply. Don't respond on fly.

What’s the average age for making partner at the top consulting firms?

like

Hi! Wondering if anyone in this bowl works at Autodesk and open to chatting about PM roles and company culture etc.

like

Stopping in Philly for one night...what's the best area to stay in? Would love to be walkable to a few good brewpubs, craft beer bars or breweries, esp. those with outdoor areas/beer gardens and in an area that's less urban and more residential ideally w. historic row houses. TY!

like

Which one better option interms of saving more money
1 lac Tech M in hand salary in hyderabad
Or
1.6 lac in hand tcs onsite salary in Budapest ?

like

In Nagarro I informed my HR to reconsider my salary. She asked me to send the counter offer. It's done. By when can I expect the update? Shall I ask her again or wait her to come to me. My DOJ is 3rd week of December. Nagarro Tata Consultancy Accenture Infosys

like

My org will be pausing the Employer match to 401k for a few months. What's the best strategy to optimize my investment at this time?
Ride along/increase or decrease my percentage?

like

Fav intl ETFs?

like

What are some good breed options for a first time pet owner in Brooklyn? I’d like a very small, quiet dog. being energetic is fine as I’ll be working from home soon. I really like toy poodles but they’re so expensive…

Additional Posts in Retirement Plan Advisors

like

So... how can I become more involved with MEPs?

Please ask more to join. Would like to get some more feedback from other Retirement Plan Consultants. For example:

What recordkeepers do you find to be easiest to work with and hardest to work with?

Best place to work as a retirement consultant? Empower, Fidelity, Vanguard, T. Rowe, Lincoln, etc? New to field and want to get a sense of where my salary is at compared to competitors.

likehelpful

Which Investment Analysis and Reporting System do you use? What are the pros/cons?

I am potentially able to get in front of 4-5 of the “right people” to potentially take over some 401k plans. I have never ventured into this area. Any suggestions on where to start for...continued

like

So are there any members of this thread that manage retirement plans?

Has anyone used the Warton Group to purchase 401k leads? How was your experience?

Are u allowed to be an insurance agent while at PwC

like

Which firms do good actuarial work for cash balance plans?

I currently use adp platform, reach out to me. Bill 6314129500

Looking for whole life insurance. Who is better Mass Mutual or Northwestern or NY life?

like

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

like

Recently attended an FA conf. where there was discussion about 401(h) plans & their tax advantages.
I know a variety of 401(k) providers available via my B/D but don’t know of 401(h) ones. Do you ?

How is everyone approaching educating current and potential clients on the Secure Act?

like

Just started getting into the ESP’s have most you expanded your business solely into ESP’s or do you still meet with individual clients that are not part of your group plans also?

I’m finally taking steps to move from a service role into production. Nervous but excited. 401k plan background, so I plan to approach this market as a 401k specialist advisor. Best prospecting tips?

like

With interest rates rising, I Bonds are back in the discussion. Thoughts?

What is the best setup for Retirement Plan Advisors? RIA? B/D? Hybrid? Other?

like

Wondering what the industry average is for a client facing support role to a 401k Advisor? We help with 80 401k plans with assets over $250 million. I have my series 65 license and I feel as if I am under compensated for my experience and being a licensed rep. I have been with the group for 2.5 years now. Thanks!

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal