At State Street, we are committed to supporting the advisor community in growing and evolving prosperous retirement practices. In 2018, we consulted with many of the country’s top retirement plan advisors to discuss their business objectives and goals across three key critical practice areas:
Building their business, including client acquisition and servicing, from marketing and prospecting to closing and retention.
Managing efficient operations by aligning operations and human capital, investing in technology and partnering intelligently with complementary service providers.
Succession planning to enable advisors to prepare for the next evolution of their business without fearing for the future of their practice.
Using the business life cycle as a framework, successful retirement plan advisors share their insights and emphases across a range of business activities.