PlanFees

Differentiating yourself in a competitive market can be challenging. ??You have to focus on your unique strengths, whether it’s your expertise in niche markets, exceptional financial wellness offering or willingness to take on a co-fiduciary role.?? You can differentiate yourself in one area that’s a high priority for most clients — keeping fees reasonable — by including #PlanFees in your advisory tech stack.??#FeeBenchmarking #RetirementPlanAdvisor https://hubs.li/Q02Z4ynG0

?? Fee trends by plan size: from 0.55% for plans under $2M to 0.10% for $50M–$100M. Stay competitive with smarter #benchmarking using #PlanFees! ?? #FeeBenchmarking #RetirementPlanning

How should #RetirementPlanAdvisors structure their fees??? It’s a question that gets trickier with advancing technology and shifting industry trends.?? Get up to speed on advisor compensation models and how #PlanFees can help streamline your #FeeBenchmarking practice. ?? https://hubs.li/Q02YCFX80

??Get your practice future ready!??With #PlanFees, benchmark #fees and get real-time quotes at top speed to deliver actionable insights and better #retirement outcomes. #Benchmarkbetter with PlanFees! ?? #Benchmarking #RetirementPlanning https://hubs.li/Q02XMKJH0

Luke Vandermillen Jr. broke down key trends in #advisorcompensation and showed how PlanFees’ Prism tools can help #advisors stay competitive. ?? Learn why flat #fees are gaining traction, how to charge for #employeeeducation, and how proactive #benchmarking can strengthen #clientrelationships.?? #PlanFees https://hubs.li/Q02XyvsG0

Keep your clients in the loop!?? Regular newsletters and personalized updates help solidify client relationships and boost retention.?? Want more #marketing strategies to grow your #RetirementPlan advisory practice??? #PlanFees https://hubs.li/Q02XcFfG0

?? Don’t let #highfees spook your #retirement plans! ?? With #PlanFees, you can #benchmark fees in just minutes, get real-time price quotes with #RFPExpress, and gain insights to keep your clients’ plans on track. ??♀?No tricks, just treats for your practice! ?? #HappyHalloween

??It’s #FinancialPlanningMonth!??Now is the time to revisit your clients' #feestructures. ??With #PlanFees, you can quickly #benchmark fees, uncover savings, and provide actionable insights that make a difference. ?Elevate your #advisoryservices today! ?

?? As Halloween approaches, there’s one fear that haunts every #retirementplanadvisor—high plan fees! ?? These fees can drain the life out of a #401(k), but with #PlanFees, you can send them running back into the night. ??♂? #Benchmark better and banish high fees with PlanFees! ?? #FeeBenchmarking #RetirementPlanning #HappyHalloween https://hubs.li/Q02TRll10

??What if you could complete an #RFPExpress report in the same time it takes to brush your teeth??With RFP Express, you can! ??This powerful platform allows #retirementplanadvisors to quickly create comprehensive reports and receive live-bid estimates from top #recordkeepers in under 2 minutes.??Make your RFP process as quick and effortless as brushing your teeth with RFP Express!?? #PlanFees #Benchmarking https://hubs.li/Q02TQF3_0