Are your recordkeeping partners helping you build connections with plan participants, or does it feel like they're competing against you?? Participants stand a much better chance of achieving their financial goals when they leverage the expertise of a financial professional. That's why, at Sentinel Group, we make sure that participants always know how to connect with you! One of the ways we do that is through our partnership with Venrollment. Every TotalChoice plan receives a custom Venrollment video, highlighting plan-specific benefits and features, connecting participants with plan-related notices, documents, and other resources, and pointing participants to YOU for advice and investment assistance. We are your PARTNER, not your competitor, and we are committed to your success. Want to learn more? I'd LOVE to talk to you about it!!
As a 401(k) advisor, your day-to-day probably includes a variety of administrative responsibilities: sending emails, fielding participant questions, prospecting for new business, etc. ?? Wouldn’t it be nice if you could automate some of these tasks? Let’s explore how embracing automation, especially with tools like Venrollment, can transform your 401(k) practice. ?? Increased Client Engagement: Automated communication ensures regular and informative updates to sponsors. With our Automated Delivery functionality, you can keep them in the loop with pre-written, customizable content at the cadence of your choosing. ? Buying Your Time Back: Automation frees up precious time, allowing you to focus on growing your book of business instead of being bogged down by administrative tasks. ?? Scalable Communication: As your client base grows, Venrollment grows with you. Effortlessly manage communications across dozens of sponsors without sacrificing quality. ?? Enhanced Plan Sponsor and Employee Satisfaction: We know that regular, reliable communication leads to happier sponsors and more engaged participants. The more connected they feel to their advisor, the happier they are with their service. The Takeaway With the support of Venrollment, you can turn communication into your competitive advantage. Embrace the ease of automation and elevate your practice to new heights.?? #Venrollment #Automation #401kadvisors #FinancialPlanning
