Case Studies
Firms Tap Omnibus to Draw Advisor 529 Assets
June 04, 2012
Assisting clients with a strategy to address one of their major financial concerns is good for your relationship and good for your practice as it puts additional assets under your management. Pershing has developed a brokerage platform that can help expand your portfolio of financial services with 529 college savings plans.
H. Beck Makes Success the Only Objective
May 31, 2012
Learn how appointing a dedicated e-delivery champion led to a 20% rise in enrollment. With a combination of cross-departmental cooperation, active communication and training, and a push toward a solid goal number, H. Beck made the e-delivery initiative work for their very independent field.
Geneos Views e-Delivery as “Business as Usual”
May 23, 2012
Tech-savvy Geneos incorporated e-delivery into their own paperless culture by providing home office support for both Representatives and for enrollment. See how they were able to reach a 20% enrollment rate.
Princor Dedicates Resources for e-Delivery
May 23, 2012
Communicating the upcoming surcharge and providing extensive resources to help enroll in e-delivery—and avoid any surcharge—helped Princor to hit a 30% enrollment rate before any of their clients were charged. Through direct and indirect communication with clients, Princor helped make e-delivery a desirable option.
 

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