“Only 24% of investors who have contact with their advisers once a year or less called themselves very satisfied, compared with 63% who had more frequent contact and described themselves as very satisfied.”
—-Source: Northstar Research & brand Firm Sullivan Survey of 1290 investors with $100,000 or more in investable assets as reported in Investment News April 21, 2011 edition.
What are you doing to secure AND attract client relationships?
Mid Atlantic Capital Group is pleased to announce that they have secured an arrangement with Platinum Advisor Marketing Strategies to provide you a complete practice management and marketing solution to help you attract and retain high net-worth clients. We also negotiated a significant discount from Platinum’s rack rate for MACC registered representatives who elect to adopt this proven system.
From professional marketing pieces to practice management tools, here is a service designed by financial representatives for financial representatives. Why reinvent the wheel when you can partner with a professional who practices daily what they preach and at a fraction of the cost?
If you are interested in learning more about Platinum please contact Jill Spiker at Mid Atlantic at 800-693-7800 who will arrange for information to be sent to you, or arrange directly with Platinum an on-line demonstration with:
“…the most satisfied affluent clients averaged at least 28 contacts (in person, by telephone, by mail and by email) with their advisors in a one-year period. Very dissatisfied affluent investors, on the other hand, averaged only 17 contacts over the same period.”
—-Source: CEG Worldwide Study of Affluent Investors
Securities offered through Mid Atlantic Capital Corporation, member FINRA/SIPC. Advisory services offered through Mid Atlantic Financial Management, Inc., a registered investment adviser. Trust services offered through Mid Atlantic Trust Company, a non-depository trust company.
Since 2004, Mid Atlantic Trust Company (MATC) has served the 401k market place with distinction by focusing on providing custody and trading for Third Party Administrators, Record Keepers and their plan-sponsor clients. MATC proudly serves over 120 TPA’s and record keepers which in turn represent over 30,000 corporate retirement plans.
Now MATC has turned its focus to providing a uniquely integrated tool-set for plan Advisors designed to facilitate the acquisition and management of retirement assets. With the increasingly complex array of regulatory, operational and business issues unique to this space, MATC’s product suite enables Advisors to manage plan assets with the efficiency and flexibility they’ve been seeking. These tools provide the full spectrum of functionality needed to compete for and manage plan assets, including:
– Investment Proposal System
– Investment Research
– IPS Generation, Monitoring, and Review
– Model Management
– Client Reporting
– Regulatory and Fiduciary Management
If you currently work with corporate retirement plans that are on MATC’s platform, these tools are already available to you, many of them at no additional cost. If you don’t have plans in custody with MATC that is okay. We can arrange for one of our TPA and Record Keeping partners to give you access.
Please review a summary of the MATC Advisor Toolkit. We will be reaching out to you directly to answer any questions you might have. In the meantime, don’t hesitate to contact John Hufnagel or Brian Lenz at 800-693-7800 to arrange for a demo of this functionality, or to discuss our offering in more detail.
We look forward to helping you reach your goals in retirement plan services.