Montgomery Retirement Plan Advisors assists retirement plan providers in developing marketing and training applications from competitive research and conducts 401(k) practice-building seminars. We conduct competition presentations for 401(k) wholesalers and Successful 401(k) Marketing workshops for financial advisors.

Montgomery Retirement Plan Advisors offers the following services:

401(k) Wholesaler Meeting Presentations
These sessions are designed for your own company sales meetings and conferences. We develop practical sales applications from raw competitive data and discuss it with your sales force. Having achieved years of success as a retirement plan wholesaler and in his current retail advisory practice, Mike Montgomery speaks with real world authority about how to position your company against specific competitors. In a typical presentation we might single out six key competitors and talk about competitive strategies against those providers based on your company’s market profile.

Sponsored 401(k) Workshops for Advisors
Our workshops are the solution when a broker-dealer or marketing group wants you to provide 401(k) education without product content.

Montgomery Retirement Plan Advisors offers the third-party credibility of:

• An active 401(k) sales practice (www.m-rpa.com)
• Recognition as 2010 Top Advisor in the U.S. ($5m - $15m market segment)
• Independence from sponsoring 401(k) providers
• 30 years of qualified plan marketing experience
• No affiliation with a competing broker-dealer

Competitive Benchmarking
Our focus is on moving past the raw data to answer the competitive positioning questions for which providers want objective and expert answers. Some of the analyses we suggest include:

• Cost Analysis: Comparison of multiple providers based on typical contract specifications.
• Best of Breed Market Comparison: Comparison of your company against each of the best available features and services in your target market.
• Head-to-Head Comparison: How your company matches up against specific competitors. This leads to development of competitor-specific sales training for your representatives.
• Detailed Contract, Feature and Service Analysis: The other reports are based upon data in this analysis. This spreadsheet will be of greatest interest to product committees.

Competitor Profiles
Our three to five page profiles focus on data that will highlight the features most meaningful to sales and marketing representatives.

For more information, contact us or call 866.909.4015