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Extend personalized financial education to all your clients by partnering with SmartPath. Our turnkey solution drives growth, increases plan participation, and differentiates your practice, so you can focus on what matters most - strengthening your client relationships and managing their retirement plans.
Educating participants on the importance of contributing to a retirement plan benefits them and you.
Outsourcing saves you and your team endless hours of administrative headaches. From creating the content to tracking the results, we do it all.
Participant data helps you identify opportunities to upsell or cross-sell additional products and services
Take on major retirement funds without adding staff or spending significant dollars... AND win!
Anyone can give a presentation, but SmartPath instructors are teachers that know exactly how to engage users and give them practical support where they need it most. Watch the video below to see our teachers in action.
Zero lift for you and your team! You provide a participant file and we send personalized recommendations via email or SMS text with easy, one-click class registration.
Stay top of mind without spending endless hours on administrative tasks with SmartPath's built-in messaging capabilities.
Drive more business with integrated calls-to-action that direct attendees back to your company's resources or meeting schedulers.
