Newsletter

If you’re looking for ways to grow your client base and aren’t sure where to start, we have some ideas to help you connect with clients who may provide opportunities to grow your practice and increase AUM. High earning, self-employed clients could be eligible to contribute significantly more to their retirement while saving on taxes with a Defined Benefit or Cash Balance plan.

Here are our three ideas to expand your client base:

1. Talk with your existing clients: Review the financial situation of your current clients and see if they might qualify for a high contribution Defined Benefit or Cash Balance plan. They may be able to maximize their savings.
2. Reach out to CPAs in your network: CPAs are uniquely positioned to know if their clients are looking to increase their tax savings and retirement investments.
3. Consider typical clients: Review a list of typical occupations and client scenarios to see if there are any trade groups or individuals in your area who meet the criteria.

To learn even more look at our 5 Step Sales Process:

Contact our defined benefit specialists.

We can create custom proposals and design plans to fit your client’s situation.

Call us toll free at: 1-866-269-2706 or email us at dbplans@dedicated-db.com.

Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E raymond.lee@dedicated-db.com
P (866) 269-2706
www.dedicated-db.com