Growing practice while maintaining superior service levels
continues to be a top priority among retirement plan advisors. With the
constant demands on your time, when and how do you find new clients while
keeping up with your existing book? In our business we have the opportunity to
work closely with advisors across the country from a wide variety of firms who
manage everything from the micro- to the mega-plan business. A consistent theme
that we hear is around the concept of strategic partnering. In theory, advisors
have been doing this for years with Certified Public Accounts, Benefits
Specialists, Third Party Administrators, etc. However, we are seeing two
specific trends in the evolution of strategic partnering: 1) the emergence of
retirement plan advisors partnering with generalist wealth advisors to gain new
business. Additionally, government regulation may continue to drive this trend.
2) A more formalized partnership structure with written guidelines and
In this Survey, we partnered with PLANADVISER to gain
insight into the new evolution in strategic partnering.
To learn more about how we can help you grow your retirement
plan business, contact one of our retirement specialists at 888.842.5433.
Nuveen Investments is an operating division of TIAA Global
This publication is provided for informational and
educational purposes only. This information contains no investment recommendations
and should not be construed as specific tax, legal, financial planning or
investment advice. Information was obtained from third party sources, which we
believe to be reliable, but is not guaranteed.