FAN Adviser and Provider Sales & Promotion Programs

Certified Fiduciary Advisers can grow their business through FAN sales and promotion programs, including access to sales tools, Fiduciary Adviser promotion, lead generation from online FANSearch. 

Sales & Promotion Resources (Included with certification)
 

FAN support includes extensive business development resources needed to maximize success in the employer market. Support includes:

 

Sales Tools

  • Sales letters to plan sponsors
  • Plan sponsor presentation deck
  • Disclosures required under PPA
  • Sample engagement letter
  • Employee questionnaire

Ongoing Fiduciary Adviser Promotion 

  • E-mail campaigns
  • Webinars
  • Bylined articles

Online FANSearch for Employers and Providers

  • Plan sponsor search for Fiduciary Advisers
  • Plan providers make referrals
  


Market Potential

FAN sales and promotion programs help advisers to tap into the increasing demand for face-to-face advice and provide relief from fiduciary liability to plan sponsors who contract with a fiduciary adviser under an EIAA.

Demand for this personal advice increases significantly when account balances approach the $100,000 level.