PRI delivers actionable strategies and technology-based resources to retirement plan providers, investment managers, recordkeepers, TPAs and tools/training providers designed to strengthen relationships and increase distribution. From product development and enhancement to value adds and wholesaler training, PRI supports all aspects of retirement plan sales and services.
Advisor Resource Center
Advisor Resource Center (ARC) delivers systematic access to an untapped segment of broker-dealers and investment advisers and promotes targeted communications to financial advisors and consultants that are active in the retirement plan marketplace at all levels. By combining web-based resources with proactive sales support and training, ARC provides a highly efficient way to connect remotely with dedicated specialists and advisors who may not otherwise be readily identifiable.
PRI’s partners’ products and resources are positioned and promoted within ARC based upon their area of relevance. ARC provides valuable feedback and intelligence, including advisor survey results on products, resources and tools, usage and content tracking, etc. to assist in the development and testing of new products, enhancements, communication and distribution strategies.
Additional information can be accessed below. Please contact us to discuss how PRI can provide solutions to meet your specific needs.
AdvisorResources
AdvisorResources provides advisors and consultants with the tools and training necessary to develop a competitive and scalable framework for servicing retirement plans and plan participants. From actionable fiduciary education to proprietary policies and procedures, AdvisorResources help advisors differentiate their services and maximize their value proposition.
Firms that may lack the time or resources to develop and maintain proprietary value added materials can purchase individual licenses to make available current and actionable deliverables to wholesalers and distribution partners. Additional information can be accessed below; please contact PRI to discuss how you can strengthen existing relationships and prospect new opportunities by leveraging the expertise of PRI and AdvisorResources.