If you follow the ADMIN Partners blog, then you know how passionate we are about personal development. The ADMIN team believes that who you are outside of work can have a direct impact on how you are inside the workplace. This is why we encourage others to focus on both personal and professional development. To support this idea, we recently went on the hunt for some groundbreaking TEDTalks all around development. Whether you are trying to ...
Education
PRESENTATIONS vs. CONVERSATIONS
Like with most businesses, ADMIN Partners is invited to speak at an array of events within the retirement planning industry. Whether it be to educate financial advisors on regulatory updates or talking to Plan Sponsors about how to more effectively manage their retirement plans, ADMIN’s team is well versed in hosting presentations. The thing about presentations is that they can often be mundane and it is very easy for an audience to lose ...
ADMIN AT SANDLER SUMMIT 2019
ADMIN’s National Sales Manager, Greg Verna, recently traveled south to Orlando, Florida to attend the 2019 Sandler Summit. During his time, Greg was able to network with hundreds of sales professionals and sat in on some incredible talks by accomplished leaders in the sales community. We asked Greg to share some of his takeaways from the summit in hopes of expanding on the sales education we have previously shared here on the blog. Here’s ...
NTSA’S ALL-NEW CRES CERTIFICATION FOR FINANCIAL ADVISORS
The National Tax-deferred Savings Association (NTSA) has recently released a new certification for Financial Advisors helping Plan Sponsors and Plan Participants within public school districts. CRES (Certified Retirement Education Specialist) qualifies Advisors who want to teach retirement education to their clients. The certification ensures both the Advisor and the District are up to date on regulatory changes within the industry and are ...
ADMIN’S FAQ SERIES: PART ONE
Here at ADMIN, we receive a generous number of questions from a variety of people within the retirement planning industry. Whether its financial advisors looking for education on upcoming regulation changes or potential clients trying to learn more about who we are, the demand is there and we are always willing to help. For some time now, we have considered creating a FAQ for our blog, which we thought could be used as a reference for some of ...
ADMIN’S ALL NEW ADVISOR SEMINAR – YOU’RE INVITED!
ADMIN Partners is hosting another Advisor Seminar and this time, we are extending the invitation to you! Rather than inviting a bunch of our existing financial advisors to listen to us talk, we want to open our doors to advisors who are working in all facets of retirement planning. That's right; we want you to take the floor and tell us what it's like to work with TPA firms. How do they help you when presenting to potential clients? What can they ...
BACK TO SCHOOL
Can you believe we are half way through the month of September? We can’t either! Between the change in temperature along with the bright colors forming on the trees, fall is approaching. We want to take this opportunity to welcome all of our public education and non-profit charter schools back to school! We hope that the summer treated you well and gave you a chance to relax and soak up some sun. Now, it’s time to get back to the books! Have a ...
A 403(b) GUIDE FOR CHARTER SCHOOLS
In our recent ‘Who Uses a 403(b)’ series on the blog (which you can view here), we briefly touched on public schools. The realm of public education once held the number one spot when it came to 403(b) plans and in fact, up until 5 years ago, a majority of the work ADMIN did was for public schools. Over the years, the scope of 403(b) Plans has broadened; however, public education still holds a sweet spot in the world of 403(b) Plans. For the most ...
FOUR SALES STRATEGIES YOU SHOULD USE: PART 2
In today’s world it seems like everyone is selling something and to be honest, there isn’t really a business out there that doesn’t use some level of sales to generate growth. Knowing this, it is imperative that companies develop a strong sales approach that can keep up with expanding industries they are in. Using sales strategies allow a company to stay on top of potential clients and can keep their services in demand. Whether you a working ...
FOUR SALES STRATEGIES YOU SHOULD USE: PART 1
In today’s world it seems like everyone is selling something and to be honest, there isn’t really a business out there that doesn’t use some level of sales to generate growth. Knowing this, it is imperative that companies develop a strong sales approach that can keep up with expanding industries they are in. Using sales strategies allow a company to stay on top of potential clients and can keep their services in demand. Whether you a working ...
ADMIN PARTNERS @ THE PA STATE COLLEGE ADVISOR MEETING
On May 3, 2018 ADMIN’s Sales Manager, Greg Verna, traveled up to State College, Pennsylvania to present an educational workshop to advisors working with Horace Mann. Greg started the presentation by introducing the advisors to ADMIN Partners and the services that we provide. After a brief history on the company and an overview of where we are in the industry today, Greg opened up a conversation on the recent updates to the IRS rules and ...
ADMIN PARTNERS WITH YOU: HARDSHIP WITHDRAWALS
ADMIN Partners is committed to creating new educational opportunities for all of our clients including financial advisors, plan sponsors, and plan participants. This has inspired us to create our brand new Education Services Video Series titled 'ADMIN Partners with You.' We realize that it can be a challenge understanding the provisions of a retirement plan. With this in mind, we have our very own Customer Services staff guide you through your ...
