CLIENTconnect enables advisors to establish a value proposition based on delivering results, which reduces their risk of losing relationships and improves their competitive edge in winning new relationships.
SIERRA MADRE, CA (PRWEB) February 3, 2010
The Value Quotient announced the release of CLIENTconnect fiduciary management solutions delivered by financial advisors to their 401(k) and 403(b) clients.
CLIENTconnect helps financial advisors increase their 401(k) and 403(b) business by helping their plan sponsor clients reduce fiduciary liability, reduce costs, and improve plan utilization.
"Brokers for the majority of small plans are generalists who need simple solutions to address the fiduciary, expense and plan utilization needs of plan sponsors and their participants," said Jessica Weiner, founder of The Value Quotient. "Further, CLIENTconnect enables advisors to establish a value proposition based on delivering results, which reduces their risk of losing existing relationships and improves their competitive edge in winning new relationships."
CLIENTconnect consists of two products: templates and The Fiduciary Materials Binder.
The templates consist of 9 immediately downloadable files in Excel, Word, Power Point and Publisher. The templates are fully customizable. The templates facilitate risk management, expense management and plan utilization by enabling the advisor to easily calculate and assess plan costs, execute results-oriented Plan Committee meetings, insure important initiatives are successfully completed, identify problems, and more. The cost for the bundle of 9 templates is $79.
The Fiduciary Materials Binder addresses the problem faced by many plan sponsors of deficient due diligence Best Practices, which both causes problems and worsens their outcomes. The financial advisor is in a unique position to provide this to their plan sponsor clients. The high quality 3-inch, 3-ring binder comes with 13 pre-printed tabs labeled with the names of fiduciary items the plan sponsor should be retaining, including Plan Committee minutes, other evidence of plan monitoring, employee education materials, and more. The Fiduciary Materials Binder sells for $129 and can be customized with the advisor's logo and/or name at no additional cost.
CLIENTconnect products provide tangible results to plan sponsors, and growth opportunities for advisors who use them.
Both may be purchased directly from The Value Quotient website, http://www.valueq.biz.
For additional information, contact:
The Value Quotient
About The Value Quotient
The Value Quotient was founded in 2009 by Jessica Weiner, a 15-year retirement plan industry veteran. The Value Quotient helps financial advisors grow their 401(k) and 403(b) business with simple solutions for their plan sponsor clients: Measurable, Visible, Permanent results ("MVP Results") in the 3 key areas of Risk Management, Expense Management, and Plan Utilization.
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