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Employees and retirement: 5 steps to get their attention

How advisors can put a little 'wow factor' into plan participant meetings.

By Charlie Epstein | Updated on March 25, 2011

When financial advisors speak to participants at plan sponsors’ companies, they are seen as instant “experts,” the go-to person for all the participants’ 401(k) and investment needs.

However, many financial advisors do not realize their potential, and they don’t make the most of their meetings with plan participants. For every dollar made on 401(k)s, there are seven more on the table that can be picked up from plan participants. All advisors have to do is to provide their audiences with the Edu-tainment Experience. ™ This process engages potential individual clients, giving them both the knowledge and the opportunity to begin an advisor-participant relationship with the financial advisor.

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