Practice Growth Services
Looking for ways to expand your practice?
Through our collaborative partnership with you, we offer various services to grow and manage your practice so that you can best serve your clients while achieving your goals.
Advice & Financial Planning
Our focus is to provide a resource that takes on the heavy lifting and development of financial plans allowing advisors to stay focused on revenue generating activities.
Through our Planning Solutions service, we partner with you to:
- Conduct a review of all planning related documents provided
- Create and update the client's financial planning profile in eMoney
Develop scenarios in eMoney illustrating the impact of recommendations to achieve client goals
- Develop a client-friendly One-Page Financial Plan with specific recommendations aimed to address client goals and gaps
- Coordinate with our Wealth Management & Protection Planning Departments to align the suitable product solutions with the financial plan recommendations
- Consultation services transitioning practice from a transactional focus to reoccurring revenue with Fee-Based Financial Planning as the foundation
We take the time and come alongside you to identify and provide the best insurance solution for your clients.
As your protection planning team, we partner with you through:
- Case Consultations, Design & Illustrations
- Sales Consulting, Coaching & Meeting Support
- Application and Underwriting Support
- Training & Continuing Education Events
- Access to MassMutual Technology Tools and Services
We offer a superior level of service, education, and product support to align investment solutions to be in alignment with your client's goals while supporting the growth of your overall Wealth Management Practice.
We collaborate with you to:
- Align investment solutions based on your client's goals & objectives
- Investment Practice Management
- Provide Market Research & Analysis, & Manager Due Diligence Sessions
- Support investment business submissions and ongoing compliance requirements
Marketing & Practice Management
We realize marketing may not be your strength and that’s okay. Our team partners with you to tackle all areas of the marketing landscape.
From identifying your target markets, managing your online presence, or building your brand, we provide you with tools and knowledge so that you can focus on what really matters – revenue producing activities.
Teaming & Transition Planning
We serve as a catalyst for your team to drive behaviors that will ultimately lead to team synergy, efficiency, increased capacity, and success. We assist with formalizing business continuity, succession plans/agreements, and acquisition strategies to help you identify ideal successor candidates.
Every team is different, and every transition plan varies. We walk alongside you to craft a tailored vision to reach success.
- Advisor services administration - sourcing, interviewing, and training
- Talent development for support staff via Emerging Leaders and dedicated training
Lifetime Client Center
Our program designed to make certain that all our clients get the attention they deserve.