C. Eli Daniels Email and Phone Number

The Warton Group, LLC offers a strategic business development program for Financial Professionals designed to help qualified advisors expand their practice in the defined contribution market space. Specifically, we schedule exclusive appointments with business owners, and plan administrators interested in meeting with a local advisor for a DC plan benchmark review and analysis. If Defined Contribution Plans are a focus in your practice, we may be a good fit as a business development partner. Our lead development team represent 25 years of combined experience scheduling appointment opportunities for qualified advisors. We maintain a superior quality standard for every meeting we schedule through a confirmation and qualification process developed over a decade of practical experience.

Our team has over 40 years of experience successfully connecting Defined Contribution & Defined Benefit Advisors with sponsor qualified 401k Plan managers.