Growing your advisory business: unlocking retirement plan opportunities with PartnerConnect™

As a financial advisor, scaling your practice efficiently while delivering exceptional client value is crucial. Managing 401(k) complexities, however, can be time-consuming and hinder your growth potential.

Our upcoming webinar explores new Human Interest innovations that help advisors overcome these hurdles. We'll introduce PartnerConnect™, our new dedicated platform built to revolutionize retirement plan management, and discuss strategies for maximum efficiency and client success.

In this webinar, we’ll dive into:

• PartnerConnect™: Learn how to simplify plan management, streamline investment workflows, ensure efficient recordkeeping, and ease client onboarding. 

• Improved fiduciary flexibility: Understand how you can efficiently serve as an external 3(21) or 3(38) fiduciary within the platform.

• Scaling growth & reducing workload: Learn how unified views and streamlined processes help you manage and grow your retirement plan book with greater ease and significantly reduce administrative burden. 

• Optimizing your partnership: Explore ways to utilize dedicated Human Interest resources, including local wholesaler support, to enhance your practice and service offering.

If you haven't worked with Human Interest lately, join us to see how our new innovations can help you.

Plus, we’ll have live Q&A so you can get your questions answered¹

1. This content has been prepared for informational purposes only, and should not be construed as tax, legal, or individualized investment advice. Human Interest Inc. does not provide tax, legal, or individualized investment advice. Consult an appropriate professional regarding your situation. The views expressed are subject to change. In the event third-party data and/or statistics are used, they have been obtained from sources believed to be reliable; however, we cannot guarantee their accuracy or completeness.