"Adopt" a retirement plan to win new clients

04/10/2013 | AdvisorOne

Advisers seeking new clients should consider "adopting" a local company's retirement plan, writes Ric Lager of RIA firm Lager & Co. Company retirement-plan menus can be confusing, Lager writes, and that creates an opportunity for advisers to ask existing clients whether they'd like a third-party analysis of their plan's investment options. Taking a look inside the company plan can open doors to working with other employees, he writes.

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