|
| Advisor Referral Network (ARN) |
 |
If your firm is looking to expand advisor referral and asset retention opportunities, the solution is WMSI’s Advisor Referral Network (ARN).
ARN aggregates advisor, plan and participant data from multiple sources creating a centralized data base for advisory firms and broker/dealers. This data base can be used to:
- Simultaneously support rollover desk and advisor referral strategies
- Facilitate multiple product offerings across varying account thresholds
- Promote growth and expansion of advisor-sold retirement plans
ARN’s services are customizable and can be defined at the firm/broker-dealer level or can be advisor-driven to accommodate the needs of independent financial advisors. Advisory firms and broker/dealers can leverage ARN to:
- Turn on Rollover Services: Implement rollover services across all advisor-sold retirement plans at once and view participant data in one centralized location
- Integrate Rollover Services at the Plan Level: Enable participants looking for assistance to reach an advisor or open an account online through the plan Web site or through their provider’s Call Center quickly and easily
- Proactively Market Services to Participants: Market services to a targeted group of participants – usually as they leave the plan – promoting advisor services or proprietary options relative to account thresholds
- Leverage Financial Planning Tools & Services: Provide advisors with access to financial planning calculators to help model customized client projections and identify preferred retirement products
|
 |
|
|