Handshake  Partner Tools & Resources

 

We are pleased to bring you the "best of the best" advisor tools and resources available through various firms we work with. Our partners work hard to provide innovative ways to help advisors grow their business. We hope you find this new resource library helpful.

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  • 10 Tips From Successful Investment Committees
  • Other
  • To help guide committees through these challenges, Callan Chairman and CEO Ron Peyton and Consultant Brady O’Connell offer their insights based on what they’ve seen from effective investment committees. Underlying these tips is a guiding principle for institutional investors: focus on avoiding losses rather than trying to achieve extraordinary gains. Simple math illustrates that a loss of 20% requires a gain of 25% to break even, and a loss of 50% requires a 100% recovery.
    Provided by: Streamline Consulting Contact
  • BMO Better Conversations Podcast
  • Prospecting
  • Enhance your client conversations and grow your practice with the Better conversations. Better outcomes. podcast series. Each episode provides actionable ideas for your portfolios and practice, access to industry experts and your peers covering all aspects of wealth management and an easy-to-tailor library of content and tools to showcase your value to your clients.
    Provided by: BMO Global Asset Management Contact
  • Center for Behavioral Finance
  • Participant Education & Outcome
  • The Allianz Global Investors Center for Behavioral Finance was founded in 2010 with the goal of turning academic insights into actionable ideas and practical tools that financial advisors and plan sponsors can use to help their clients and employees make better financial decisions.
    Provided by: Allianz Contact
  • Fee Benchmarking Report (Sample)
  • Benchmarking
  • This is a customized report that identifies the average for investments, recordkeeping, trustee and total plan costs. It’s designed to help you quickly identify the appropriate cost average based on the number of plan participants, average account balance and total plan assets. Most 401(k) plan cost structures are determined by a combination of four important variables: 1.) total plan assets, 2.) number of plan participants, 3.) average participant account balance, 4.) asset allocation.
    Provided by: Thornburg Investment Management Contact
  • From (k)onnection to (k)lose Online Learning Module
  • Prospecting
  • Building a successful 401(k) practice is easier than you may think. It begins with a plan for identifying prospects, gaining their interest and closing the long-term sale. This program is designed to help advisors gain a foothold in the expanding DC market, by going step-by-practical-step through the 3 P’s: 1) Prospecting – How to Identify Clients, 2) Providing Solutions – How to Position Yourself to Win the Business, 3) Plan Servicing – How to Keep the Business.
    Provided by: Voya Investment Management Contact
  • GenLink
  • Participant Education & Outcome
  • By understanding generations, you gain a greater sense of why people are the way they are. This can be valuable insight for advisors as they work with clients of all ages amid the largest demographic shift and wealth transfer in history.
    Provided by: Ivy Investments Contact