Actionable feedback: That’s what members provide every Spring when they respond to our annual survey. A trend that emerged from the most recent survey is that members wanted our team to cover additional information in new ways. So we took their lead and went to work to create the following two summary guides that cover business retirement plans, a frequently requested topic:
Clarity Clears The Path For Decision Making
Small-business-owner clients crave direction when it comes to establishing retirement and pension plans. After all, time is of the essence when saving for retirement.
The process can be overwhelming because options are myriad, and the most appropriate choice may not be obvious. That’s when it is helpful to use these succinct summary guides to help map the distinctions among the options to identify the best fit for the client’s situation.
Both guides are valuable reference tools that help fpPathfinder members craft and lead goal-based conversations that transparently address:
- Maximizing retirement savings
- Incentivizing employees
- Managing costs and administrative complexity
- Optimizing income tax planning
Consider using these summary guides during conversations with business and tax counsel to help formulate a recommendation for the client. Members who do will strengthen existing referral sources and connect with new centers of influence.
What’s Next
This is a new way for us to present information, so now more than ever we want your feedback! Go ahead and take a look at the summary guides, consider how you will use them, and let us know your thoughts in an email to [email protected].
Not a member, but you want to be? We can help you with that, too! You can go straight to Become A Member, review the options, and choose the membership level that moves you closer to your goals. Sometimes a live demonstration is more helpful than reading the screen. So schedule your live demonstration and get all of your questions answered in real-time.
