Doing Great, But Tired Of Going It Alone?
TPAroadmap provides 1-on-1 weekly coaching so you can go out and crush the opportunities you have in front of you now. TPAs typically push back the competition, enlarge their network of advisors, have something unique to say, and close more business.
Your Proposal Make Your Firm Look Tiny?
TPAproposal is web-based software that generates the polished proposal you've always wanted. Beautiful, professional, proposals in minutes!
Wish you had more time to sell?
As a TPA licensee, 401kGrabNGo.com is a web-based software that allows you to automate coverage of the Wealth Advisors you don't have time to get to so you can focus your time on the 5%, 401(k) Specialist Advisors.
Enroll up to 500 Advisors. Each Advisor will receive emails and 24/7 access to the online library of training and 401(k) tools. All emails are delivered with your TPA firm's branding so you stay top-of-mind and get more referrals.
"At a fraction of the cost, electronic touchpoints allows us to consistently touch our web of advisors and wholesalers.."
"We generate several hundred proposals a year and struggle to deliver them in an efficient, simple and attractive way. Your system eliminates those challenges, and allows me to deliver my value statement.."
"TPAproposal saves a significant amount of my time.."
"Every day I’m getting a request to look at a plan. Every week I’m closing a plan. The plans we close are better plans with better advisors.."