It’s All About the Long Game

It’s vital to keep and grow plan assets. But, that often depends on how well you maintain your client relationships. What happens to your clients after you win their business? You probably stay in touch throughout the year as it relates to plan assets and contributions. But do you stop there?

No doubt, you have excellent investment products and you help grow plan assets every day. That’s your main business after all, but are you helping people understand what you do, what you can do, and why? Do they really understand how to get the most from their programs? More basic than that, do they understand their own responsibilities? In today’s complex regulatory environment, people need more. In fact, they have always wanted more but now more is needed and expected. Make sure you are truly engaging your clients, helping them with what matters most, all while making sure you keep and grow plan assets.