If I got $5 for every time an advisor or other plan provider told me they had an in with an association, I\u2019d probably have enough to pay my mortgage. The problem. Having an in doesn\u2019t mean that advisor or plan provider can offer a pooled employer plan (PEP) or other retirement plan solution that will actually get clients.<\/p>\n\n\n\n
I had an in with a group of sole proprietors when. I first started my own practice and that. Went nowhere since such small business people didn\u2019t exactly have enough to save for a qualified plan. Even if this group had bigger pockets, soliciting business from such a core group is a slow and tedious process.<\/p>\n\n\n\n
The \u201cI have this in with an association\u201d line reminds me of the \u201cI know a guy\u201d from the first Ant-Man movie. It might mean something in soliciting business, but it might not either, From my experience, it usual;y doesn\u2019t lead to much business.<\/p>\n
<\/span><\/p>","protected":false},"excerpt":{"rendered":" If I got $5 for every time an advisor or other plan provider told me they had an in with an association, I\u2019d probably have enough to pay my mortgage. The problem. Having an in doesn\u2019t mean that advisor or … Continue reading