Building Connections to Build Your Business
According to a recent survey of payroll providers, one of the top challenges to your success has been selling against behemoths such as ADP and Paychex. You compete with them, and so do we — the good news is we can help each other.
In order to effectively beat them at their game, it's important that you create strategic partnerships that will allow you to offer bundled services like the big guys, without the huge investment that usually goes along with it.
You can be on a level playing field with the competition by providing a one-stop solution for your small business clients. We can help you to get payroll, 401(k), and financial advice all in one package!
Need financial services?
What are the advantages of working with a financial advisor?
A financial advisor can help:
- Provide assistance in selecting investment options most appropriate for employees' goals
- Increase interest and participation in 401(k)
- Give relief from liability for specific investment recommendations
- Share fiduciary responsibility with the plan sponsor
We work with a growing network of more than 300 advisors across the country who can put a human face to a 401(k) plan and provide your clients with investment guidance specific to their needs.
