AccessAdvisorEdge

Introducing

AdvisorEdge:

Identify, Win & Grow
more Retirement Plan Opportunities

Education and Communication
Identify more prospects and sales opportunities
Accelerate the growth of your retirement plan
business
Leverage industry expertise and professional
resources
Access a convenient platform of free tools

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Introducing X-Ray

X-Ray

: Our Powerful Retirement Plan Diagnostic
Tool

X-Ray helps Advisors quickly benchmark any retirement plan. This tool uses
current and historical Form 5500 data to deliver a comprehensive report on plan health in a format that's easily understood and communicated to plan sponsors.

Identify prospective clients
Generate Insightful Reports
Prepare effective sales presentations
Benchmark any retirement plan
Prospect generation engine
Full retirement plan metrics

Exceed the expectations of your clients

AdvisorEdge. Powerful Sales and Marketing Tools

With AdvisorEdge you will be able to differentiate yourself from competitors with an innovative,
turnkey sales program, powerful marketing tools and sales support.

Marketing tools
Communicate information to your clients presentations, Service Agendas and more
Sales Support
Utilize Discovery guides, Comparison charts and sales sheets and much more
Plan Management tools
Take advantage of Policy Statements, compliance calendars and consultation forms

Prospecting tools
Tools that should help identify the right opportunities
Consulting Services
We help Advisors focus on their clients' most critical issues and opportunities
Education & Training
Have a lifelong impact on your Clients through our Education & Training material

Testimonials

What Advisors Are Saying

Get The Edge On Your Competition With Advisoredge and X-ray. Our goal is to enhance the efficiency and profitability of Advisors’ practices, and, most importantly - allowing them to build stronger relationships with their clients.

"I called BCG for an X-Ray to be performed for one of my potential clients. It was quick and easy. As a result of my consultative support, I won the business, and I am now the advisor for the plan. The X-Ray BCG prepared for me significantly complimented my services, and helped me stand out compared to their current advisor and others who were trying to win the business. Thanks BCG!"
Jake R. - Financial Advisor

“BCG recently helped me with one of my clients through their 401(k) X-Ray. The owners weren’t taking full advantage of the plan features because they didn’t want to provide their staff with additional profit sharing contributions past the 3% Safe Harbor. BCG explained that if they did, the owners could receive 6% in profit sharing without any additional staff contributions. The client was thrilled, and so was I.”
Patt R. - Financial Advisor

BCG Facts

The BCG Experience

Partner With The Right Retirement Plan Leader. BCG is proud to be the preferred choice of Employers, Financial Advisors, CPA’s and trusted Consultants. BCG provides retirement plan administrative services to over 2000 employers and specializes in servicing the small and medium sized retirement plan segment).