The 3 Stages of Conversion: What You & Your Client Can Expect (PARTNER’S EDGE NEWSLETTER 8.25.14)
Our prospective Partners often ask what they and their Plan Sponsor Clients can expect when they decide to convert an existing qualified plan to our services. Though the process for establishing a new plan and converting an existing one have similarities they differ in scope. To follow is an overview of the three primary stages of our conversion process for existing plans… READ MORE
Using Portfolios to Provide Added Value to Your Clients (PARTNER’S EDGE NEWSLETTER 8.11.14)
A key advantage we offer Financial Advisors is our ability to support a systematic investment process with technology automation; specifically,by giving Advisors the ability to create custom investment and/or portfolio models. There are two different types of investment technology approaches we offer and some of the key advantages they can provide you are… READ MORE
RiversEdge Investment Tools (Portfolios versus IPM’s) (Updated 08-08-2014)
How (and Why!) to Engage that New Client Contact (PARTNER’S EDGE NEWSLETTER 7.14.14)
When your client contact leaves and a new client contact comes in, there is both risk and opportunity. It isn’t uncommon for new client contacts to come in with agendas and previous vendor relationships that are worthy of learning about early on. Rather than taking a risk, here are several things you can do to turn risk into opportunity… READ MORE