Street Address:
1300 Enterprise Drive
De Pere, Wisconsin 54115-2795
Mail Address: 
P.O. Box 60
De Pere, Wisconsin 54115-2795

Phone: 800.236.7400
Fax: 920.337.9978
Customer Service:

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Please complete this form to receive the latest CoPilot blog updates via e-mail. Each week we post news and information about the 401(k) industry to assist plan sponsors, participants and Financial Advisors in managing retirement plans.

March 2014

The Value of an Advisor Value Proposition Statement

As the financial advisor of a 401(k) plan, you are constantly performing a multitude of services including: plan needs assessments, investment strategies, participant counseling, fiduciary consultations, cost-benefit analysis’ and plan performance evaluations. Do you have this all outlined in a Value Proposition Statement?

3 Marketing Tips for Financial Advisors

As a financial advisor, you lead a busy life. Between client meetings, reviewing investments and keeping up with your practice finding time to create a marketing plan can be hard. We know there aren’t enough hours in the week to do everything, but by spending just a few hours on marketing activities you could see results quickly. A few easy things you can do are:

The "Savings Snooze" in Younger Generations

If you are like most, you have a love-hate relationship with your alarm clock. Your appreciation for it helping you get your day started so you can earn a paycheck, just slightly outweighs your desire to smash it with a hammer each morning.

As owners of these devices though, we do yield a great power over them…the snooze button. With the press of a button, we are able to push away our tasks for the 10 minutes of rest that will make today that much better.

Monthly Conversation Starters to Keep Your Small Talk Relevant

Conversation starters are key to every business relationship. The small talk you have with a client before the actual meeting starts is sometimes just as important, if not more, than the details of the meeting. Finding like interests that you can talk about and discuss is important to the long-term success of your business relationship with that individual.


3 Ways Advisors Can Add Value When Working With Plan Sponsors - Part 2

Plan sponsors are consistently looking for advisors that can add value on an on-gong basis. The advisors that are adding value to the plan sponsor’s life have a greater chance of retaining the plan on their books, growing their business through ancillary business (participant IRAs, 529s and other personal accounts) and gaining referrals. A few value added activities that an advisor can perform are as follows: