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.

VPS Video Series: Why a VPS is Important for Financial Advisors

“What will you do for my retirement plan?” “What can I expect you to do for my business?” These are questions all financial advisors have heard from potential clients, as well as current clients. To help proactively answer these questions, and establish trust, create a Value Proposition Statement.

A Value Proposition Statement (VPS) is a statement of purpose that lets plan sponsors know exactly how you can help them with their retirement plan, and most importantly, build a relationship based on trust. In an effort to make the creation of a VPS as easy as possible, we have created a three part video series that highlights the following:

  • Why You Need a VPS – Show the value you bring and describe the role that you will play in supporting the plan. Also, build trust with clients by clearly showing the services they will get from you.
  • How to Craft Your VPS – As an advisor you do so much for the plan, so selecting what to highlight in your VPS can be tough. Services to consider highlighting are: investment selection, fiduciary consultancy, participant education, etc.
  • Best Practices for Presenting Your VPS –When presenting your VPS it is important to clearly articulate the main points and provide examples on exactly what you will do to support the plan. Also, be sure to leave a copy with the plan sponsor so they can review it.

To learn more about each of these topics, please visit our YouTube Channel and watch our video series on the Importance of a Value Proposition Statement. And as you hold client meetings this selling season, don’t forget your Value Proposition Statement.