Invesco has launched the PlanForward Consulting Series, aimed at helping 401(k) advisors and consultants “build a compelling value proposition and enhance their brand recognition.”
“At a time when plan sponsors are becoming more sophisticated, winning new clients requires advisors and consultants to differentiate themselves by convincingly proving their value,” said Terry Kelly, director of retirement sales for Invesco’s North America retail division. “Helping our clients develop a compelling value proposition, using an approach we believe is unique to Invesco, is key to allowing them to make their case with clarity and consistency.”
The program includes a client survey, assistance on building a value proposition, marketing guidance and support from Invesco staff with an average 16 years of experience in the retirement services industry.
“We believe these tools will help advisers and consultants better identify their own strengths and develop a unique value proposition that incorporates sales messages and benefit statements relevant to their client’s specific needs,” Kelly said.
-- This article first appeared on Money Management Executive.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access