Why Advisors Should Choose Service Partners with Effective Technology Solutions
Discover how advisors leverage service partnerships to deliver intuitive technology and expert support, enhancing retirement plan experiences for both companies and employees.
Our Advisor Stories series showcases real-world insights and strategies from successful advisors.
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Intuitive Technology: Look for partners that provide easy-to-use and effective technology solutions to streamline retirement plan management.
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Expert Support: Combining technology with the human element of expert professionals ensures that both individual participants and retirement committee members receive the support and answers they need.
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Successful Relationships: The synergy between advanced technology and personalized support is crucial for building sound and successful relationships with partners, ultimately benefiting the retirement plan experience at both the company and employee levels.
Advisor story: What role does technology play in choosing a service partner?
Watch Ascensus Elite Advisor Alex Assaley, managing principal, AFS 401(k) Retirement Services, discuss the powerful combination of technology and expert support in delivering an outstanding experience to clients and participants.