How Advisors Can Launch Their Own PEPs to Increase Brand Awareness: Customization, Engagement, and Simplified Administration
Learn how advisors can launch their own branded PEPs to increase brand awareness and grow their retirement practice.
Key Points
- Brand Customization: Advisors can fully brand their PEPs, including logos, marketing materials, and client communications, keeping their brand front and center.
- Client Engagement: Hosting branded events and webinars can help advisors introduce PEPs to current and prospective clients, enhancing client relationships and expanding their business.
- Simplified Administration: Partnering with a provider to manage the administrative and fiduciary responsibilities of a PEP allows advisors to focus on client service and business growth.
PEPCAST - Advisor Series - Ep 2: How advisors launch their own PEPs to increase brand awareness
Tune into the the 2nd installment of PEPCAST, Ascensus' advisor audio series, where we delve into the strategic advantages of launching your own PEP solution. Learn how partnering with the right experts can help you implement a tailored PEP that aligns with your brand's vision, and gain valuable insights from our successful PEP partnerships—complete with actionable tips to enhance your brand's growth.