Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Products November 7, 2013
BSG Releases Unified Sales, Service Platform
A new practice management platform for retirement plan advisers rolls sales and client service tools into a single, integrated solution.
Reported by PLANADVISER staff
Benefits Consultants Group (BCG) developed the solution, called AdvisorEdge, to provide practice management tools, consulting services and business development assistance through a standalone platform.
AdvisorEdge users gain access to BCG’s suite of sales support and prospecting tools—including 401(k) and new employee “X-ray” tools providing insights on important plan features and participation levels.
Users can also consult BCG experts through the platform and leverage client retention, education and training materials.
“Winning new clients requires advisers to differentiate themselves,” Beau Adams, executive vice president of business development at BCG says. “AdvisorEdge takes institutional best practices and packages them within practical, client-ready tools.”
Advisers looking for more information can visit www.bcgbenefits.com.