Boost Your Book of Business with ePlan Services

An experienced advisor, such as yourself, knows the importance of fostering relationships with both clients and industry experts. Expanding your network of financial professionals can help boost your book of business. It can also help to solidify your stellar reputation. Working with ePlan Services can benefit you by providing you with excellent contacts, resources, and opportunities to save your clients money.

Key Takeaways:

• Position yourself as a leader in the industry by working with ePlan Services.
• Give your clients a glimpse of their retirement future with our easy-to-use tools.
• Hone your skillset with an array of educational resources at your fingertips.
• Our experienced team of experts is here for you and your clients every step of the way.

Connect with trusted professionals:

ePlan Services has partnered with financial advisors for over 20 years. This has helped us develop a deep understanding of the industry and the factors that help to drive success. Collaborating with us allows you to grow your skillset and learn new techniques that can help you position yourself as an expert. In addition to accessing our expertise at ePlan Services, partnering with us lets you join a network of hundreds of other financial advisors. Oftentimes the best opportunities to boost your book of business arise from your network of fellow professionals.

Recommend suitable plan options:

Many of your clients may be subject to state mandates where providing a retirement savings program is required. Your clients may want a plan that will not only meet these basic requirements but also gives them the most value for their money. That’s where we come in! By recommending an ePlan Services 401(k) to your clients, they will gain the following benefits:

• Online plan design
• Third-party administration
• Flexible investment options.
• Ability to make employer contributions.
• Potential tax credits for starting a new plan.

Even with our convenient plan benefits, we understand that choosing the right plan can feel overwhelming. With the ePlan Services Sales Team by their side, your clients won’t have to worry. We will support them through the plan selection process every step of the way. As a result, they may feel more confident in choosing the right plan for their needs. Because customers tend to advocate and feel a greater sense of loyalty for businesses they trust, you’d be setting your business up to be among the businesses they advocate for by guiding them to ePlan Services.

Stay competitive with easy-to-use tools:

Unlike some other plan providers, ePlan Services gives you, your clients, and their participants access to user-friendly tools. These tools include a participant dashboard, a retirement outlook calculator, and a tax credit estimator.

• Participant dashboard– A display of most plan information in one place–allowing participants to view their account balances and make changes to their contributions and investments at will.
• Retirement Outlook Calculator- Located on the participant dashboard and enables participants to see how much they may need for retirement.
• Tax Credit Estimator: Gives advisors the ability to show their clients their tax savings potential in real-time by answering questions about their company such as its size and number of employees.

These streamlined tools take the burden off of business owners and plan administrators. By eliminating extra work for them, you allow your clients to spend more time developing their business and less on administrative tasks. Business owners often express that they would dedicate additional time to developing their company’s strategy and long-term vision: providing you, their financial advisor, with opportunities to capitalize on their business’s growth. Time-saving tools like these aren’t offered by many of your competitors, clearing the path for you to become a respected leader in your industry.

Provide detailed educational resources:

With the ever-changing rules and information about retirement planning, your clients may find their heads spinning with questions and concerns. It’s your job to ease their minds by staying in the loop about the latest trends in retirement.

That’s why ePlan Services has created a comprehensive help center along with a dedicated blog. These pages provide you and your clients with clear insight into potentially complex topics such as retirement plan mandates for each state, retirement planning terminology, and updates to retirement plan rules.

As a financial advisor, you’ll also have the ability to review plan enrollment materials and advisor participation documents. Plus, you’ll have access to must-see webinars featuring a slew of industry professionals, allowing you to stay informed on all things retirement. After all, a knowledgeable financial advisor is a sought-after financial advisor.

Reach out to the ePlan Services Sales Team:

Need more information about your clients’ retirement plan options? The ePlan Services Sales Team is here to help answer all of your questions and troubleshoot any issues that may arise. Aligning with ePlan Services presents you with a valuable connection that you can’t afford to pass up. With our years of experience and top-notch assistance, you and your clients will be well-equipped to keep your business and their retirement plans running smoothly.

Conclusion:

Consider this; most business owners want a retirement plan that is easy to manage and saves them money. Unlike other advisors, you have the chance to meet your clients’ desires by providing them with valuable knowledge, insight on plan savings, and plan selection guidance. This gives you a prime opportunity to bring value to your clients and potentially boost your book of business in the process.