You’ve built a successful practice, and developing new talent is vital to continuing to grow its value. The small plan market, paired with the Sallus PEP, is an excellent way for experienced advisors to leverage new talent with immediate productivity.
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401(k) Expertise
Sallus Retirement provides educational support that helps get new Advisors up and running with 401(k) knowledge. The PEP structure is a great way to get started in 401(k) advising.
Learn How To Market
With the high number of small business prospects still needing a 401(k), new Advisors will have an almost never-ending supply of prospects. This opportunity will help new Advisors learn how to market their services digitally and face-to-face.
Repetition of Key Plan Design Decisions
With the Sallus Plan Design Wizard, Advisors focus on the critical retirement plan design decisions to help set small businesses up for success. At the higher volumes of the small business 401(k) market, new Advisors will acquire experience rapidly across the many scenarios of small business retirement plan needs.
The Connected Small Business Community
Millions of small businesses still need a 401(k). The small business community is tight-knit, and the connections a new Advisor can make in the small business community can help build a brand through word of mouth and referrals.
Open The Small Market
The main reason that access to the small plan 401(k) market has remained challenging is that there has yet to be a 401(k) solution that allows Advisors to efficiently and profitably service this market. The Sallus PEP solves this problem.
As a plan specialist, you have expertise from which small business owners could benefit. With a fully bundled PEP, you can scale your expertise and quickly get small business 401(k)s up and running while guiding key decisions.