Your Clients Have 401(k)s. Are You Missing a Goldmine?

What if your next revenue opportunity was already sitting in your client list?

You're always looking for ways to grow your advisory firm.

More clients. More referrals. More assets under management.

But what about the clients you already have?

Chances are, some of them have employer-sponsored 401(k)s that you're not currently getting paid to advise on.

Those held-away accounts could be an untapped source of recurring revenue. And you might be sitting on more opportunity than you realize.

There's Money on the Table. What's Stopping You?

For most advisers, it's not a lack of opportunity. It's the time it takes to make that opportunity profitable.

Researching fund lineups, mapping investments, building allocations, and documenting recommendations can quickly turn additional revenue into additional work.

That's where Plan Confidence comes in.

We automate the time-consuming parts of the held-away 401(k) advice process, helping you turn accounts you may already be overlooking into a scalable advisory service.

Same client relationships. More potential recurring revenue. Without the mountain of manual work.

So, How Much Could You Be Making?

That's the million-dollar question. Well, maybe not a million. But wouldn't you like to find out?

We created the Plan Confidence Profit Calculator to show you what the opportunity could look like for your firm.

All it takes is two numbers:

• How many held-away accounts could you advise on?

• What monthly advisory fee would you charge?

That's it. Two inputs. About 10 seconds.

See your estimated monthly advisory revenue, Plan Confidence's fee, and what could be left over before other expenses.

No spreadsheets. No complicated math. Just a quick look at what you could be missing.

Your clients have the 401(k)s. Plan Confidence helps you turn the advice into a business opportunity.

The only question left is: What's your number?