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.

4 Things Small Business Owners Want from a Financial Advisor

According to a study done by The American College, 6 out of 10 small business owners have not consulted with a financial advisor. And 3 out of 10 of these small business owners have not estimated how much capital they will need to have a comfortable retirement. Most small business owners understand how a financial advisor can help them, but don’t believe they have the time to meet with one. If you can provide some of the services outlined below you will be in a good position to add more small businesses as clients to your practice.

  • Show how you can save them time by helping them manage their plan. Small business owners want to be able to continue growing their small business. Ensure them that you will help manage their retirement plan and other financial services, which will save them time, and they will feel more comfortable hiring you.
  • Keep them up to date on technology advancements within the industry. Make yourself their go-to source for financial technologies that can help their practice or make them more efficient can really make you stand out. Small business owners are always looking for process improvements that can save them time and technology is a great way to accomplish that.
  • Personalize your advice. They are looking for advice that not only maximizes their company’s 401(k) plan, but also puts them in the best position to be retirement ready. By tailoring advice to their specific situation you prove that you care about their retirement goals.
  • Outline your Value Proposition Statement. By showing the small business owner upfront what you are going to do for them and how it will help them you will gain their trust and respect. To get started, create your own Value Proposition Statement using PAi’s guide.

The opportunity in the small business marketplace is large. By shifting your focus to it you open up more doors for business to come through, including ancillary business and referrals.