ADVISOR ALLIANCE
A Full Set of Solutions to Drive Your Business
GRP Advisor Alliance ADVISOR ALLIANCE
VISION GRP Advisor Alliance is positioned to be a leading retirement plan advisor alliance. As an exclusive, invite only group, it’s member firms represent the best in class institutional consultants in the United States.
HIGHLIGHT & OVERVIEW Global Retirement Partners Advisor Alliance fills a gap experienced by many advisors in the industry and provides scale that would otherwise be difficult to achieve on your own. By working together with GRP Advisor Alliance and like-minded member firms, you have more power to shape your business and realize your vision and goals. GRP Advisor Alliance is an elite group of retirement plan advisors from across the country with a shared vision for retirement and wealth management practices and dedicated to positive advancement of the retirement plan landscape. Foster a strong sense of community amongst retirement plan advisors, share best practices and learnings, and create opportunities for education and brainstorming through conferences and events nationwide.
EDUCATION GRP Advisor Alliance is dedicated to helping plan sponsors and advisors educate American consumers on their retirement planning benefits, building a more secure future.
Work across the industry with key advisors, firms, and governmental agencies to drive innovation; being not only the best in the industry, but the best for the industry. Partner with plan providers to deliver turnkey products, services, and an exceptional participant experience — driving innovation in the retirement plan industry — through a coordinated effort of the industry’s best and brightest advisors. Strength in numbers. Carve out and grow the GRP Advisor Alliance elite advisor network with plan sponsors, building a trusted brand based on skills and services, through social media and targeted advertising.
COMMUNITY GRP Advisor Alliance believes in a strong sense of community & best practices leading to stronger and more empowered advisors.
1
GRP Advisor Alliance
GRP Advisor Alliance is committed to educating the millions of Americans with qualified plans through innovative financial wellness programs, engaging educational materials, and the ability to deliver services nationwide in a cost effective manner at scale.
A Full Set of Solutions to Drive Your Business ELITE ADVISOR NETWORK
NATIONAL BRAND ADVERTISING
COLLECTIVE INVESTMENT TRUST
CONFERENCES & BEST PRACTICES
YOUR BUSINESS
INNOVATIVE FINANCIAL WELLNESS
PROVIDER RELATIONS
TECHNOLOGY
EXPERTISE
BRAND
Today, technology is an enabler. However, often times it is difficult to create an integrated experience that benefits your practice and helps you continue to grow. GRP Advisor Alliance’s partners provide a cutting edge suite of tools to help ensure you’re maximizing your potential.
GRP Advisor Alliance brings an extraordinary leadership team to the table; including retirement plan, financial wellness, technology, or practice management expertise to drive your business forward.
GRP Advisor Alliance’s national brand deepens engagement with plan sponsors, reinforces a sense of trust in the services provided, and creates opportunities for delivering advisor services at scale.
Contact GRP Advisor Alliance today for more information on opportunities, our dynamic and ever-changing offerings, and membership opportunities.
Be the best in the industry. Be the best for the industry. GRP Advisor Alliance
2
PROGRAM & SERVICE GUIDE GRP Advisor Alliance provides a suite of programs and services designed to help advisors set themselves apart from the competition, deliver differentiated offerings to their clients, join a community that values best-practice sharing, and is not only the best in the industry, but the best for the industry.
ADVISOR ALLIANCE
3 GRP Advisor Alliance
A Full Set of Solutions to Drive Your Business
GRP Advisor Alliance believes you can never stand still. You always have to be moving, looking for the next opportunity to provide plan sponsors and participants incredible value. The GRP Advisor Alliance leadership team is committed to being visionary, seeking out trends in the industry before they’ve become trends, and broadening their offerings to provide member firms true innovation and value.
Elite Advisor Network
National Conference
National Brand Advertising
An elite group of retirement plan advisors from across the country to deliver best-in-class services to plan sponsors and participants nationwide.
GRP Advisor Alliance focuses on community, best practice sharing, and creating opportunities for advisors to learn from industry experts.
Leverage a national brand presence known for its industry-leading leadership and quality.
ADVISOR ALLIANCE
Wrap- Around Conferences Wrap-around conferences - before existing prominent retirement plan events - offer the ability to continue to foster community and best practice sharing.
Innovative Financial Wellness Programs GRP Advisor Alliance has an exclusive partnership with Financial Finesse to deliver their complete set of offerings including a participant Financial Assessment, complete Financial Learning Center, and access to a staff of 15 CERTIFIED FINANCIAL PLANNERS™.
Collective Investment Trusts Collective Investment Trusts offer a unique and innovative way to differentiate investment offerings and provide increased options for plan sponsors.
% Due Diligence Reporting
Participant Call Center
Discounted Tools
Turn-key quarterly due diligence reporting program to help ensure an exceptional client service experience and meet your obligations.
Delivering today’s retirement plans, coupled with cutting edge participant advice and financial education, can create complexities for plan sponsors. Offer plan sponsors a dedicated participant call center to help employees get the most of their benefits.
Partnerships with some of the industry’s best tool and program providers to provide favorable pricing and terms for member advisors.
GRP Advisor Alliance
4
THE EVOLUTION OF THE RETIREMENT LANDSCAPE The qualified plan market has changed profoundly with the introduction of 401(k) plans. For over twenty years, the emergence of elite retirement focused advisors has driven dramatic positive change in the retirement industry. The opportunity to continue this trend in areas of financial wellness, participant advice and cost effective investment vehicles has never been greater.
GRP advisors and our team are dedicated to be being both the best in the industry and the best for the industry.
GRP Advisor Alliance's programs and services are designed with clarity in mind, ease of implementation with plan sponsors, and focused on helping deliver positive participant outcomes. All of GRP Advisor Alliance's programs create opportunities for advisors to differentiate themselves with plan sponsors, deliver innovative programs that create opportunities for participants, and drive deeper, more meaningful conversations about the future of retirement planning in America. The previous pages outlined the programs and services provided by GRP Advisor Alliance and how you can leverage GRP Advisor Alliance to deliver exceptional service and grow your business. For more information please visit www.grpaa.com or contact us at 949.359.0021.
William Chetney
CEO GRP Advisor Alliance
5 GRP Advisor Alliance
ADVISOR ALLIANCE
HELPING MILLIONS OF AMERICANS WITH QUALIFIED PLANS
ADVISOR ALLIANCE
Contact 34700 Pacific Coast Highway, Suite 307 Capistrano Beach, CA 92624 www.grpaa.com
[email protected]