The Collaborative and Retirement PlanVision Partner to Provide Actionable Insight to Advisors
Leading 401k Prospecting Tool and Sales Coaching Firm Join Forces
MEDFIELD, Mass., Sept. 10, 2015 /PRNewswire/ -- The Collaborative today announced a partnership with Retirement PlanVision™, a cloud-based analytics and intelligence solution for retirement plan professionals. The partnership will provide retirement financial advisors the sales skills they need, as well as access to the leading 401k prospecting tool.
Logo - http://photos.prnewswire.com/prnh/20150910/265323LOGO
Today, advisors are faced with more competing initiatives than ever before creating inadequate time to create and execute strategy. Recognizing this struggle, The Collaborative and Retirement PlanVision join forces to improve efficiency with advisors enabling them to create and execute strategy with the right prospects.
Retirement PlanVision and The Collaborative will be hosting a joint webcast to kick off the partnership. The webcast, Creating a Retirement Plan Strategy (or Enhancing One You Have), will walk advisors through the process of developing a plan, finding prospects and closing deals.
Register for the Webcast: https://attendee.gotowebinar.com/register/6534768508062112769
This partnership is one of a kind, "combining the searchable data of Retirement PlanVision with the coaching of The Collaborative, advisors are set up to not only find more leads but also to close deals more quickly," said Ruth McHenry, managing director of Infinata.
"One of the struggles in working with advisors on business building initiatives that always comes up is 'where do I find the people to call?' Retirement PlanVision is the tool I recommend because it makes searching, and then executing on, new business strategies so seamless. Our partnership with Retirement PlanVision just makes sense – it is the whole program and process an advisor needs to be successful," said Beverly Flaxington, principal and co-founder of The Collaborative.
About The Collaborative
The Collaborative is a full service sales and marketing consultancy to the financial services industry with specific expertise in retirement and in working with advisors. For close to twenty years The Collaborative has provided business strategy, coaching, training and tactical tools to help advisors grow their businesses. Learn More: www.the-collaborative.com
About Retirement PlanVision
Retirement PlanVision is a leading 401k prospecting and analytics solution that integrates and analyzes sponsor, fee, plan, fund, and performance data from more than 1.5 million corporate retirement plans in the United States. Learn More: http://infinata.com/retirement
Media contact:
Beverly Flaxington
508-359-8216
SOURCE The Collaborative
Share this article