Whether your firm has a selling agreement with us or not, spring is a great time to work with your clients and have them do some “spring cleaning”. As summer fast approaches, it’s a good time to help your clients get fully organized.
What a better way than to offer a “401k Review” (or whatever their employer sponsored plan is - 403b, 457, TSP, etc).
Did you know that according to Charles Schwab * 71% of people with money in their 401k plans “would like personalized investment advice”!
7 out of 10 of your clients!
And even better, 7 out of 10 of your competitors clients, would like personalized investment advice for their 401k plans!
Just ask yourself a simple question (and be really honest about it), if you don’t provide the advice to 7 out of 10 of your clients, who will?
*Charles Schwab - 2018 401k Participant Survey - August 2018 - Pg 9.