Gaining Assets Under Management
A unique feature of The Retirement Analyst is that we calculate the expected return and standard deviation of the participant’s current account balance allocation. By doing this we can compare those measurements with those of your model portfolios, and then tell the participant that he may be able to earn an equal or greater return with the same or less risk. This goes a long way to “sell” your management services and gather more assets under management. One of our clients garnered 92% of participants for their managed accounts on the first enrollment.
A unique feature of The Retirement Analyst is that we calculate the expected return and standard deviation of the participant’s current account balance allocation. By doing this we can compare those measurements with those of your model portfolios, and then tell the participant that he may be able to earn an equal or greater return with the same or less risk. This goes a long way to “sell” your management services and gather more assets under management. One of our clients garnered 92% of participants for their managed accounts on the first enrollment.
