X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

When financial advisors speak to participants at plan sponsors’ companies, they are seen as instant “experts,” the go-to person for all the participants’ 401(k) and investment needs.

However, many financial advisors do not realize their potential, and they don’t make the most of their meetings with plan participants. For every dollar made on 401(k)s, there are seven more on the table that can be picked up from plan participants. All advisors have to do is to provide their audiences with the Edu-tainment Experience. ™ This process engages potential individual clients, giving them both the knowledge and the opportunity to begin an advisor-participant relationship with the financial advisor.

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?

 

BenefitsPRO

Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.