With respect to yourretirement book of business, how do you differentiate yourself fromother advisors in your area and space? (Photo:Shutterstock)
How you differentiate yourself as an advisor is absolutelycritical to managing and growing your benefits customer base.
With respect to your retirement book of business, how do you addvalue to your plan sponsor and participant clients? Howdo those services fit into your existing practice model? And –perhaps most importantly – how does what you offer differentiateyou from other advisors in your area and space?
DC plans have become highly commoditized
In many ways defined contribution plans have become highlycommoditized, in a much-publicized “race to the bottom” on price.Even services such as investment selection and monitoring, plandesign and even vendor selection, are highly formulaic (and ideallydocumentable) processes.
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