We Help People
Role that was created to address the need for more DFR associates and serve lower-complexity clients
What is Executive Planning Consultant 1?
The number of Tier A-C clients an EPC can support
What is 575?
Clients who will be served by the new Team Model
Who are Emerging Executives?
$130K in a 401k, no other liquid assets, wants to plan for kids' college education
What is low complexity?
Provider of concierge workplace service
What is ESA?
The Key to Establishing Trust with Participants
What is the Benefits Optimization Conversation?
Number of avg. appointments/week a DFR can support
What is 15.5?
Tool that will eliminate the need for ES associates to memorize plan specifics
What is Flywheel?
$3M+in Workplace & Wealth Assets, Managed Money, wants help with estate and cash flow planning
What is high complexity?
The Superstar Service team for EPCs and BPCs
What is the BRMs?
The Average Number of Appointments for a new Participant
What is 2-3?
Avg time to proficiency for a new BPC
What is 12 months?
The Primary Reason for Creating a Team Modal
What is - to create a more economical solution for serving Emerging Executives?
2M in Workplace and Wealth Assets, hasn't responded to their Fidelity ES advisor in 3+ years
What is low complexity?
How much higher the current ES engagement rate is for emerging executives than emerging execs in other models
What is almost 6X? (6% in TEMPA/WPA vs. 35% in ES)