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coleboy

Starting New TPA Practice

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My company has decided to make the leap into full service penson adminstration. I have done full service before but it was an existing business. What I'm looking for is some one to help me out and is willing to share their existing letters, forms ie new client checklists, takeover letters/checklists, year-end census/ information requests. Stuff like that.

I am not interested in stealing anyone's clients, etc.

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My company has decided to make the leap into full service penson adminstration. I have done full service before but it was an existing business. What I'm looking for is some one to help me out and is willing to share their existing letters, forms ie new client checklists, takeover letters/checklists, year-end census/ information requests. Stuff like that.

I am not interested in stealing anyone's clients, etc.

Did you find someone will that do? Would you be willing to pay it forward and share your templates with me? I searched and searched for a software that would generate distribution paperwork for me.... cannot find anything out there. Specifically looking for distribution paperwork templates. Thanks

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I have twice had to recreate everything from scratch. I did not enjoy it, but the up side is that it is actually quite educational to get at some of the basics again and to really make sure to have up to date documents and forms, etc.

I might ask another question though for a new TPA Practice: What is the strongest argument to offer financial advisors as a reason to try you out when you are a new practice and do not already have an existing relationship?

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