The Game of Inches

In recordkeeping, there are a lot of moving parts from plan sponsors, advisors, broker-dealers, competition to changing regulations that impact business, and more. It can be difficult, overwhelming and time-consuming to build an all-star team, remain focused on keeping and growing plan assets, all while you improve broker relationships. But, the pieces are out there to form a game-winning strategy. In today’s world, the fundamentals of recordkeeping have changed – it’s not just about platform and price anymore, it’s about customer engagement and value. As you improve broker relationships and remain focused customer engagement, you’ll see improvements in differentiation, revenue generation, client retention, and more. Game on.