Elite TPAs -
DCIOs and Elite TPAs both have the same Primary Client: ADVISORS. Now it's time for two of the most powerful COI's in the industry to work together!
As a DCIO wholesaler you have a huge sales region and concentrate on a Top 100 list of specialist retirement plan advisors. You also support selected record-keepers who have your funds in their platform or are good partners.
You don't call on TPAs because they don't influence assets - and besides most of them are small in regards to number of plans or plan assets.
We Get it.
But ELITE TPAs ARE DIFFERENT!
And many of the Retirement Advisor Specialists you call on have long term relationships with Elite TPAs.