Wouldn’t it be nice to have a one-stop destination for all of your retirement plan documents, prospecting support, and plan management tools?
We thought the same thing, so we developed AdvisorEdge, an innovative, turnkey retirement plan sales and service platform for financial professionals. AdvisorEdge will help you express your full value to potential new clients, and deliver a robust, on-going service model to exceed the expectations of your existing clients.
Sales Support and Consulting Assistance
Our goal is to enhance efficiency and profitability of your practice, and, most importantly--—build stronger relationships with your clients. Our Sales Directors and Advisor Consultants are solely responsible to help you win more business and provide guidance on the effective use and positioning of products and services, leveraging BCG’s technology to increase efficiency and productivity, as well as help you improve your clients’ overall experience. From going on sales calls with you, to fielding plan design questions, they stand ready to help you win more business. We offer a wide variety of support services throughout the sales cycle, such as assistance with:
• Discovery meetings
• Point of sale presentations
• Enrollment meetings
• Plan analysis
• Training seminars
• ...and more
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Before leaping into the unknown, we recommend a thorough examination of your plan. Because we are experts in the field, we know the marketplace and know what your existing vendor is capable of offering. Through this examination, we can help you optimize the service you receive.get xpress proposal