Practice Management

Helping Firms & Advisors Earn and Keep More Business
Your Advisor Resource Center

Does it ever feel like your practice is managing you?  With so many different items to bring together to serve your clients, it can be taxing to gather everything you need for a client or prospect meeting.

PRI’s Advisor Resource Center can streamline your practice by bundling our fiduciary roadmap, G-MAP, with agreements & disclosures and training & educational resources on our platform, providing everything you need to stand out with your clients in one convenient location.


FIDUCIARY ROADMAP: G-MAP

Stand out as an industry specialist with G-MAP, a full suite of business-building resources and client-facing material to help plan sponsors save time and manage risk.

  • Step-by-step process to guide your clients through their fiduciary decisions
  • Ready-to-use client-facing materials including PowerPoint presentations, worksheets, and job aids
  • Plan Sponsor guides to illustrate fiduciary responsibilities

G-MAP highlights the value of working with a knowledgeable retirement plan advisor, helping you earn and keep business.


PROVIDER SEARCH

Access an easy-to-use provider search tool to find the best recordkeepers based on your client’s needs. View a side-by-side comparison to easily know which providers to a contact for more information.

  • Sort based on your top criteria
  • Compare providers side-by-side
  • Find the best providers for your client

If you are a recordkeeper who would like to be added to the platform, please click here.


TRAINING & EDUCATION + SERVICE DOCUMENTS

Easily access training and educational resources including recordings, presentations and job aids designed to promote improved understanding of the rules without sacrificing competitiveness.

  • Investment Advice vs. Education
  • Investment Fiduciary Fundamentals for Retirement Plan Advisors
  • Distributions & Rollovers, including case studies

Additionally, you can place your firm's agreements, disclosures, policies & procedures and other job aids on the platform to streamline your practice.


RESOURCES FOR YOUR PRACTICE

PRI has partnered with more than 75 industry-leading firms to deliver whitepapers and thought leadership content to you help you build, grow, and scale your business. Speaking to compliance, practice management and strategic issues, the resources are organized into the following categories for easy reference:

  • Establishing Your Business;
  • Building Your Brand;
  • Serving Plan Sponsors;
  • Serving Participants;
  • Investments;
  • Penalty Box;
  • Plan Design; and
  • Research & Surveys.

Curated by PRI team members, these resources are ordinarily only available behind a firewall or after an extensive search on regulators’ websites. 

Your Advisor Resource Center is a comprehensive suite of resources for retirement plan advisors that helps firms and advisors earn and keep business.


For More Information

For more information about PRI’s services, or to schedule a demo, please contact us.

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