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DC PRACTICE MANAGEMENT

Earn new business with retirement plan growth strategies

Retirement plans are a powerful driver of practice growth, helping you expand your client base and prepare for long-term success. Explore essential strategies to uncover new business opportunities and connect with future clients.
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Three key strategies to help earn new business

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Refine your client strategy

Elevate your strategy by segmenting your DC clients and defining a compelling value proposition that drives engagement and growth.
A red, yellow and pink graduation hat representing education and how to expand your industry expertise

Expand your industry expertise

Don’t keep up – get ahead by deepening your understanding of trends that affect your plan sponsor clients and your practice.
Yellow, pink and red shapes in a silhouette of people representing client relationships and people.

Position for future client relationships

Uncover untapped opportunities to prospect retirement plans and provide your full service offering to prospective clients.

Expand your industry expertise

Stay ahead of trends

Stay ahead of retirement industry trends by deepening your understanding of fiduciary outsourcing, governance essentials and artificial intelligence to better support plan sponsors.
A person stands on a road with a yellow left arrow, representing the importance of navigating retirement industry trends effectively.

Position your practice for future client relationships

Position your practice for sustained growth by cultivating relationships in and around workplace retirement plans. Uncover untapped opportunities to prosepect retirement plans and deliver your full-service offering to both sponsor clients and prospective wealth management clients.

72%
of small businesses are not currently offering a 401(k) plan for employees
85%
of rollovers were won by advisors with an existing relationship

Top Challenges for Small Business Owners by ShareBuilder 401k