Skip to main content

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.