Advisors simply have more choices today.
As a result, you may only be getting a shot at 50% of the plan opportunities that come across an advisor’s desk.
Better marketing strategies, or “visibility strategies” as we like to call them, are helping many TPAs stay top-of-mind with advisors between face-to-face meetings.
TPAs who implement these strategies are being asked to bid on more opportunities.
Andy currently works with TPAs with annual revenues of $750K - $9.2M.
With a solid record and road tested approaches, Andy helps TPAs get a shot at more opportunities to present their services and win the business.