How Advisors Use PEP for Cross-Selling: Collaborative Branding, Leveraged Influence, and Cost-Effective Solutions
Explore how advisors can use PEPs to collaborate with Centers of Influence for cross-selling and expanding their business.
Key Points
- Collaborative Branding: Advisors can partner with organizations like Chambers of Commerce and payroll companies to offer branded PEP solutions, keeping their brand in front of clients.
- Leveraged Influence: By working with Centers of Influence, advisors can leverage the established relationships and credibility of these organizations to reach new clients.
- Cost-Effective Solutions: PEPs provide a cost-effective way for organizations to offer retirement plans without the need to build their own systems, making it easier for advisors to present these solutions.
PEPCAST - Advisor Series - Ep 3: How advisors use PEPs to work for cross-selling
Plug into the 3rd episode of PEPCAST, our advisor audio series, where we explore the synergy between Chambers of Commerce, payroll companies, and other associations under the umbrella of an advisor's branded PEP. Discover why PEP solutions are revolutionary for associations that lack a retirement offering and how cross-selling can be a powerful tool for driving growth. This episode is a must-listen for advisors looking to expand their reach and impact in the retirement plan market.