AdvisorConnect

No more brown bag lunch meetings.

The pandemic has fundamentally changed how many businesses operate. School campuses—and other municipal spaces—have become increasingly wary of unplanned visitors as they work to keep employees, students, and other staff safe. The pandemic has only intensified the need for safety and security. As a result, it can be difficult for financial advisors to meet clients where they work.

In response, we’ve created AdvisorConnect.

Designed to provide unbiased assistance among the available investment providers in a Plan, AdvisorConnect is a support network of registered financial professionals authorized in your plan to help employees get personalized one-on-one retirement planning assistance.

How It Works

With AdvisorConnect, your employees who are ready to plan for retirement can easily get introduced to financial professionals who can help them. Using the online platform, employees can browse advisor profiles and securely schedule appointments at their convenience. AdvisorConnect restricts access to vetted financial professionals who are registered to sell or service customers in your plan.

Employer Features

AdvisorConnect provides Plan Sponsors with the tools to enforce marketing and solicitation rules and ensures that all Advisor / Agents are vetted with detailed background checks and licensing credentials.

Employer/District staff can:

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View all advisor/agent profiles, which includes their profile information, licensing and accreditation, and background check results

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Monitor appointment history

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Determine which Investment Providers an advisor represents

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Store and change Solicitation Settings

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Document Solicitation Rules Violations

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Review Advisor Activity

Employers have access to customizable e-mail campaigns (spam compliant) that are designed based on employer specific needs and solicitation rules. Employees are presented with a call-to-action opportunity to set an appointment to meet with a financial professional.

Employee Features

AdvisorConnect is a support network of registered financial professionals authorized in your Plans and is designed to provide unbiased assistance among the available investment providers. Employees can get access to personalized one-on-one retirement planning assistance.

Connect with us to get started with AdvisorConnect!