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| Advisor Referral Network (ARN) |
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If your firm is looking to provide additional support for 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 that can be used to:
- Maximize asset retention and rollover opportunities across your network of financial advisors
- Aggregate advisor, plan and participant data to proactively market rollover services
- 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 be advisor driven to accommodate the needs of independent broker/dealers. 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 a 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 based on account thresholds
- Leverage Financial Planning Tools & Services: Provide advisors with access to a suite of financial planning calculators to help model customized client projections and identify preferred retirement products
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