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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?
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.
Bowl Leader
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.