How do I set myself up for success? +
Learn what plan sponsors want from financial advisors. Create your personalized value proposition and connect with prospects using our proprietary tools.
Connect with prospects
Find prospects by using our Larkspur Planisphere tool.
Use our interactive digital guide which includes the right questions to ask, valuable resources and key best practices, to get in the door with prospects, secure the sale and keep the plan.
Complete the @ your service prospecting flyer.
What’s new to help me differentiate myself? +
Gain a competitive advantage and stand out in the marketplace with data-driven insights and benefit analyses. Available independently or as an integrated suite, they can help add value to your client relationships or prospect for new ones.
What else should I consider to grow my practice? +
Explore our practice management tips to gain an advantage by partnering with centers of influence. Deepen client relationships to create cross-selling opportunities, and expand your network to build a new business pipeline.
How do I stay ahead of the curve? +
Adapting to continuous change has become the new norm to be successful in today’s challenging business climate. Learn how to use research to help your business constantly innovate.
Preferred Frequency of Plan Review
of plan sponsors want their advisor to review their retirement plan semi-annually or more.2
Current research reveals insights into trends and other ways to help your business succeed.
1, 2 2015 MassMutual Winning Combination Study, https://www.massmutual.com/winningcombination
2, MassMutual Retirement Savings Risk Study, https://www.massmutual.com/-/media/Files/MM%20Risk%20Study%20Report.pdf