U.S. Retirement Partners Introduces Advisor Practice Development Toolkit
ISELIN, N.J., May 15, 2009—U.S. Retirement Partners (USRP) has created an “Advisor Practice Development Toolkit,” which gives Advisors affiliated with USRP Partner firms access to a range of practical tools to help grow their practices in the 403(b) market.
The Advisor Practice Development Toolkit is comprised of five core components:
- Compensation Modeling
- Territory Planning
- Business Planning
- Professional Development
- Weekly Activity & Sales Reporting“Our Advisor Practice Development Toolkit includes clear, concise tools that the Partner firm leader and the Advisor can utilize to map out a plan for success,” said Mark M. Skinner, CEO and president of USRP.“From Professional Development to Business Planning, our Toolkit gives USRP Advisors the strong foundation necessary to be successful in a very competitive market,” said Robert C. Dughi, executive chairman of the board of USRP.