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The successful retirement plan advisor, Pt. 3: Profile in success

Advisor Jason Chepeniks two key principles for success: setting the stage for referrals by working tirelessly to find the root.

By Liz Davidson | Updated on March 04, 2013

This is the second in a five-part series defining success for retirement plan advisors by Liz Davidson, who as president of Financial Finesse has a unique vision of who the most successful retirement plan advisors are, and what they have in common.–Ed.

In my first article in this series for AdvisorOne, I talked about the three most common traits I’ve seen in highly successful retirement plan advisors.  One of the biggest lessons I’ve learned from advisors over the years is that the most critical and most difficult thing to do in this industry is to stand out. I hear this sentiment reinforced by many of the Fortune 500 plan sponsors we work with—they often share with me the qualities they look for in plan advisors or in some cases, what it is that stood out to them in the advisor they’re already working with.

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