Take Advantage of Next-Level Service Through the Elite Advisor Program

Image: Take Advantage of Next-Level Service Through the Elite Advisor Program

The premise is simple: Beyond the wide variety of tools, resources, and programs available to all advisors, those operating at an elite level deserve an exceptional, differentiated service experience for their practice and clients.

That’s exactly what we deliver through our Elite Advisor program, which makes it easier for you to:

  • Better distinguish and market your practice
  • Scale for growth through an enhanced service model and consultative approach
  • Help identify under-performing plans and ways to engage them

 

Elite Advisor program structure and benefits

The program is designed with three tiers to provide progressive support as your business grows:

  • Signature Elite—advisor with 15-29 plans1
  • Director Elite—advisor with 30-49 plans1
  • Executive Elite—advisor with 50+ plans

When you reach Executive Elite status, you'll gain exclusive access to a member of the Ascensus executive team to provide input on our direction.

"As an Elite Advisor firm, and due to the specifics of our book of business, we enjoy having the same implementation and conversion person as well as the same service person for every 401(k) plan and 403(b) plan at Ascensus. When we speak to prospects about this, it makes a huge difference. With the Everence 401(k) plan on the Ascensus platform, we can speak from experience—and it gives our prospects and clients a trust factor that is hard to match."

George Finney, CRPS®, national director of retirement services for Everence

 

What can you expect as an Elite Advisor?

Dedicated support

  • Dedicated Client Relationship Manager (CRM): A single point of contact for all service-related questions for you and your clients.
  • Dedicated Strategic Business Consultant (SBC): A single point of contact for your ongoing practice management needs to ensure excellent client service across plans, deliver strategic insights, and provide optimized, custom solutions for business development. Your SBC works as an extension of your practice.
  • Elite Onboarding Team: Executive and Director Elite advisors are assigned a dedicated Installation Coordinator to manage the onboarding and plan design process. Signature Elite advisors work with an assigned member of the Elite Onboarding Team and a plan design consultant.
  • ERISA attorney consultants: Access to guidance from our team of legal experts on technical retirement plan issues and regulations.

Advanced tools

  • Business intelligence reporting: Critical plan insights, plan design, and benchmarking data through reports such as Book of Business, Compensation, Market Value,2 and Fiduciary Decisions.3
  • Venrollment: Improving client outcomes with tech-forward innovation is central to the experience Ascensus delivers. Go a step deeper with Venrollment, a digital platform that enables advisors to create custom education videos and advisor messages to enhance the participant education experience. Up to three user licenses are included through your Elite status.

Expanded opportunities

  • Invitation to join national or regional advisor steering committee: An opportunity to be part of a sub-group of Elite advisors who help shape the direction of the Elite program.
  • Elite Partner Experience: This Ascensus conference brings together advisors and key distribution partners to inform, educate, exchange ideas, and develop business strategies. Director and Executive Elite advisors may receive invitations for one or two attendees, respectively. Certain Signature Elite advisors may also receive an invitation for one attendee.

"For me, the best part of the Elite program is the relationships we've built with our dedicated service team. Being able to tell new and prospective clients exactly who their installation coordinator and relationship manager will be—and that these are professionals we've been working with for many years—sets us apart and puts clients at ease."

Daniel LaRosa, AIF®, QPFC®, senior advisor and director of corporate retirement for Ritholtz Wealth Management

 

You’ll also have previews of our pipeline for enhancements and new releases, and you'll receive a marketing and public relations package with material to promote your achievement of Elite status.

And don’t forget: You always have access to our breadth of financial advisor support articles for ideas, tips, and topics that can help you expand your business.

 

Drive growth and scale with highly personalized service for your clients—and the tools to win more.

Contact your regional vice president for more information about becoming a member of the Elite Advisor program.

 

1For Signature Elite advisors, plans with 25 or fewer participants will be supported by a team of experienced client service associates. Participant count and support are evaluated annually in September.

2All Elite advisors will receive this report by email, and Director and Executive Elite advisors will receive the added benefit of reviewing it in person or during a scheduled call with their SBC.

3Upon request, Signature Elite advisors will receive up to 10 reports a year. Director Elite and Executive Elite advisors may request an unlimited number of reports.