Wellington

Publishing Your Consultant Relations Teams

Posted by Anu Heda on Dec 30, 2015, in Thoughts , tagged with , , ,

A recent conversation with a client sparked me to look into consultant relations. And out of these six firms, I was surprised to see only JPMorgan puts faces and names for their consultant relations teams onto a public Web page. For this important constituency, I would consider making an inbound connection easier and more personable.

 Firm Consultant Relations Page # of People
T. Rowe Price Yes Unknown
Vanguard No Unknown
 AB  No Unknown
Wellington No Unknown
Northern Trust No No unified page
JPMorgan Yes 5 people

 

Searching for a Recordkeeper

Posted by Anu Heda on Nov 02, 2011, in Thoughts , tagged with , , , ,

The 401(k) market is massive. There’s nearly $3 trillion dollars in 401(k) plans. For white-collar America, it’s simply part of the on-boarding process at a new job. And those recordkeepers that sell primarily small plans, I think there’s an opportunity to increase sales from optimizing parts of the Web site.  By “optimizing,” I mean improving sales leads in two ways:

  1. Through search engine results
  2. By providing quick visibility into recordkeepers’ value proposition

 … [read more]