TPA Sales Support for Financial Advisors

At The Retirement Advantage (TRA), we support thousands of financial advisors across the United States. We know, as you do, that building long-lasting relationships takes trust, hard work, commitment and extraordinary customer service. When a financial advisor chooses to work with us, we work tirelessly to deliver high-quality, efficient and effective solutions that will not only enhance your relationships, but help you close new business.

The TRA team provides the following sales & marketing support to all of its financial advisors:

  • In-depth knowledge of investment platforms
  • Unbiased product selection and competitive analysis
  • Innovative plan design and consulting
  • Side-by-side illustrations
  • Field support and closing presentations
  • Free proposals
  • Free illustrations
  • A seamless installation and conversion process

If you or your client is in need, our knowledgeable, responsive and dedicated client relationship managers will be your first call. They have the technical knowledge and executive resources necessary to ensure that your questions are answered and your interests are protected.

We believe that, as your business grows, so will ours. Become a TRA partner today.

Connect With Someone in the Know (Financial Advisor/Wholesaler)

Find out how we can help by completing the form below, or request a proposal.
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WORKING WITH TRA AND OUR REGIONAL SALES CONSULTANTS (RSC’S)

We’re committed to one simple mission: Delivering real and measurable results. No excuses, no exceptions. Our focus is your success … now, and into the future.

Our Regional Sales Consultants (RSCs) Will:

  • Help you win more business and deliver more value to your clients.
  • Make your marketing efforts more effective and efficient.
  • Collaborate as an extension of your team.
  • Deliver a consistent experience with fewer hassles and better results.
  • Consult with you on personalized plan designs.
  • Make a meaningful, measurable difference to your business.

5 Winning Ways to Maximize Your Selling Season

Consistency is the key to making a good October, a great November and a strong December; leading into next year. Below are Five Steps to maximize your selling season and WIN bigger deals with help from TRA.

  1. Increased Reach – Let TRA’s 11 Regional Sales Consultants do the heavy lifting so you can get you in front of more new business opportunities.
  2. Increased Efficiency – Tap into TRA’s proven, streamlined implementation processes to support your selling efforts.
  3. Increased Effectiveness – Give your prospects a personal touch and close more business with TRA’s Customized Plan Designs.
  4. Increased Value – Provide great service to your clients at Competitive Rates.
  5. Increased Protection – Minimize plan risks with TRA’s 3(16) Plan Administration Relief Services (PARS).

Being strategic in your approach to the year’s final quarter will set you up for success now and well into the New Year. And while it’s possible to do it all on your own, TRA will give you a clear “advantage” amongst your competitors and have you celebrating your successes all the way to the bank. Allow us to help you—by maximizing your sales and revenues.

We make your job EASY, We make you look GOOD, We help you WIN more business!™

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YEAR-END DATA COLLECTION MADE EASY