Maximize Your Advisory Practice: Leveraging PEPs for Business Growth, Streamlined Administration, and Cost Efficiencies
Discover how PEPs can help advisors grow their business by leveraging economies of scale, reducing administrative burdens, and enhancing participant outcomes.
- Business Growth: PEPs offer advisors a compelling opportunity to increase assets under management and revenue by accessing new markets and leveraging economies of scale.
- Streamlined Administration: Advisors benefit from reduced administrative burdens and dedicated service support, improving client satisfaction and fostering lasting relationships.
- Cost Efficiencies: PEPs provide reduced investment fees and better access to lower-expense institutional share classes, making the sales process easier and benefiting participants with potentially higher returns.
PEPCAST - Advisor Series - Ep 1: Using PEP power to grow your business
Dive into PEPCAST, our advisor audio series, for an in-depth exploration of the burgeoning market for pooled retirement plan solutions (PEPs). Hosted by Ascensus' own Aimee Furness, director of marketing strategy, this series offers valuable insights for advisors.
In the first episode of PEPCAST, our advisor audio series, we dig deep into strategies for expanding business through economies of scale. Learn how PEPs can significantly reduce administrative tasks—freeing up more time for sales activities—and about the potential for increasing assets under management and revenue by tapping into new market opportunities.