Ann Schleck & Co. Introduces New Tools Including Fee Benchmarker
MENDOTA HEIGHTS, MN, March 9, 2009 -- Ann Schleck & Co., an independent consulting firm specializing in solutions for retirement plan providers and consultants, introduces Monarch™, a comprehensive new business building and client management system for retirement plan advisors and consultants and Fee Benchmarker™, an online tool that allows advisors to compare their fees and services to industry averages.
Monarch™ bundles scores of practice management tools and client-ready templates not available anywhere else. Monarch™ contains three tracks and twelve modules that are rich in content and actionable tools. The Marketing Track helps advisors define their practice and differentiate it from the competition. The Sales Track helps drive new business and improve close rates. And the Client Management Track contains client-retention tools, including strategic planning and relationship management templates designed to help advisors anticipate clients' needs and deliver greater value with more skill and precision. These tools, coupled with the monthly curriculum training webinars, help the advisor improve visibility, increase close rates and retain more clients.
Fee Benchmarker™ allows advisors to benchmark their fees and services for a specified defined contribution plan to a database of industry averages of similar practices, both commission and fee-for-service models. Data in the database is representative of normative fee schedules and services for a broad range of retirement practices and the resulting fee report provides fee averages based on the entire database population as well as a comparison by business model and practice size. A few simple steps and the advisor can produce a sponsor-ready report to use in discussion with clients or prospects regarding their fees.
Visit www.annschleck.com to learn more about Monarch™ and Fee Benchmarker™ and to see how Ann Schleck & Co. is helping retirement plan advisors grow their practices.
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