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TPA Touchpoints Gives You A Competitive Advantage Over Other TPAs In Your Local Area

We have built an online library of hand-picked content, tools and resources that TPAs can easily share with advisors to stay top-of-mind, add value and generate sales activity.

We have 98 exclusive territories.
With one TPA per territory.
Contact us to see if YOURS is still available.

 

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Access A Library Of Shareable Content

Let us do the online research!
Enjoy exclusive territory-based access to a hand-picked library of industry resources. Carefully-chosen for you...the busy TPA! 
Categorized and easily shared with advisors. 

Communication To Stay in Touch and Stay Top of Mind

Stay in touch with your network of advisors all year round. Share valuable content that is recent, welcomes and most relevant to their individual needs.

Be the TPA Who Gets The Request For Proposal

TPAs who continue to nurture advisor relationships after in-person meetings and year round are remembered. They have the most success and sales activity.

How It Works

Check Your Territory

Check to see if the territory in your region
is still available.

Claim Your Local Area

If your territory is available, we invite you to join our growing community of TPAs, who are committed to taking their business to the next level.

Login

When an advisor asks you for content, simply login, select from 10 categories of hand-picked resources, and share in-person or via email.  

10 Most Requested Categories of Content

Content for Advisors, from the rookie to the specialist. Simply login, browse, select what you need, and share.  
  • Business Development
  • CE/CPE
  • Fee Analyzers
  • Benchmarking
  • Retirement Plan Studies
  • Practice Management
  • Adding more weekly
See If Your Territory Is Still Available

We Know How Frustrating It Is To Find Really Great Content To Share With Advisors

We asked TPAs. They told us. We listened. We built a solution. You told us custom content costs thousands of dollars a month and requires an extraordinary amount of time to find and then modify and tweak to fit your advisors. We believe good content should be available to TPAs, not just the large regional and national firms that can afford a full time marketing person. This is your competitive advantage! So we created TPAtouchpoints. When you sign up today, you will have immediate and unlimited access to a library of superior content for an affordable price. Consolidated and categorized in one place, with no tweaking or re-writing required. Available anytime, anywhere, on any device. Find what you need and send it to your advisors!

What's My Investment?

You've never gotten a bill for lost opportunity cost. But, how many times have you been in an advisor's office and wished you had FRESH content to share during your in-person meeting? How many times have you been in an advisor's office and been asked, "do you have anything that talks about.."? If you had great content at your finger tips, nurturing your relationships and staying visible throughout the year would be a lot easier. A lack of content will continue to cost you until you make the decision that investing in content is less expensive than the cost of missed sales opportunities.

What You Will Receive Today!

1

A Community of Like-Minded TPAs: Our group coaching calls will discuss what's working and not working so you have a chance to hear what other TPAs are doing. Not going-it-alone will speed up your results and take the pressure off of you to invent everything yourself.

2

Tools & Resources List: We get lots of questions about which software to use, how to track, schedule, etc. As a member, you'll receive a list of solutions you can quickly plugin and benefit from. It will save you hours of waisted time.

3

Coordinated Strategies: Meetings / Phone Calls / Email / LinkedIn / Newsletters

4

BONUS Video Training: How to group advisors, determine the right frequency, what to ask advisors, and other details that will save you time and keep you from waisting time trying to reinvent the wheel.

30 DAY TRIAL

If TPAtouchpoints is not what you were looking for, just let us know in the first 30 days and we will refund your money. Ready to give it a try?

Each Month

$247

Buy Now

Each Year

$2,497

Buy Now
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TPA Touchpoints 

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