|November 13, 2015 - Pensionmark held their 2015 National Sales Conference at the corporate offices of its new strategic partner, CAPTRUST Financial Partners, in Raleigh, NC. The event gave Pensionmark executives the opportunity to bring together Pensionmark advisors from across the country with the CAPTRUST team, as well as introduce the newest advisors in the Pensionmark family.
During this landmark event, Pensionmark debuted a variety of new and enhanced advisor deliverables including:
In addition, Pensionmark executives previewed upcoming enhancements to the proprietary Pensionmark Advisor CRM and updated UI, New Scoring Methodology for Investment Analytics, Advisor Resource Guide, Succession Planning, Plan Health Review Reporting, Master Trust Programs, customization of the Financial Wellness program using client branding, personalized Wealth Management Newsletter, and more.
- Advisor Services Review
A client-facing report and corresponding presentation created for advisors providing a tangible review of the services being provided to plan clients, including comprehensive reporting on expenses and expense history, client service instances captured in the in-house Service Center, email campaigns and financial wellness deliverables.
- Practice Management Report
A quarterly Practice Management Report providing advisors with a comprehensive review of their business, including income analysis, compensation variance reporting (comparing actual compensation received versus projected revenue), service instance and financial wellness utilization by client, lead generation analysis, and client touch point management such as bounce reporting, upcoming anniversaries and birthdays.
- Redesigned Proposals and RFPs
The new client/prospect proposal presentation and corresponding report were completely redesigned from the ground-up. The new tools debuted with an entirely new look and messaging concepts, while maintaining the proprietary in-depth qualitative and quantitative scoring analysis.
- Lead Generation Program
Pensionmark's in-house Marketing and Outbound Telemarketing program built to develop plan sponsor appointments for Pensionmark Advisors.
- Pensionmark Retirement Index CITs
Custom built and Pensionmark branded Collective Investment Trust indexes offered only to Pensionmark advisors for their clients. Ranging in cost from 0.02% to 0.18%, the funds have shown strong performance against their peer group and underlying indexes due to low cost, better opportunities for netting of cash flows relative to mutual funds, and the funds' ability to offer securities lending.
- Participant Financial Wellness /Goal Planning Report
A comprehensive review for participants, providing an individual net worth and balance sheet, income and savings summary, liability and expense summary, asset allocation analysis, goals analysis, education funding review, and detailed retirement savings funding review.
- Fiduciary Training Program
Utilizing the Department of Labor educational platform, a series of training modules to educate plan sponsors on their fiduciary duties and obligations.
- Enhanced Commission and Fee Reporting
A CRM enhancement where all commission and fee data is linked to retirement plan and wealth management clients to better track and identify whether advisors are being paid properly on their business and assist them in recovering missing or delayed compensation.
- Proprietary Wealth Management Models
Both Pensionmark and CAPTRUST proprietary asset allocation models were introduced for clients of Pensionmark Advisors.
- Institutional Investment Reporting Enhancements
New automated client report delivery solutions, index scoring systems, manager due diligence packages, participant investment education videos, and formatting and report updates.
- New Small Market Solutions
Both Pensionmark and CAPTRUST small market solutions were introduced for clients of Pensionmark Advisors.
About Pensionmark® Financial Group
Pensionmark® Financial Group network represents over 150 advisors and staff across 40 locations across the country with approximately 2,000 retirement plan clients. Pensionmark's network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.
Pensionmark® Financial Group, LLC ("Pensionmark") is an investment adviser registered under the Investment Advisers Act of 1940. Financial Advisors at Pensionmark may also be registered representatives of CapFinancial Securities, LLC (member SIPC), which is affiliated with Pensionmark through common ownership.