Sheri Sussenbach Email & Phone Number

WHAT WE DO: Actively help Financial Advisors grow and retain Assets Under Management (AUM) through retirement plan sales. We also team up with 401k Platform Vendor wholesalers, DCIOs, and other partners to help them realize their professional goals. WHO WE WORK WITH: Financial Advisors, Retirement Plan Platform Vendors, DCIOs, Payroll Vendors, CPAs, & Businesses.HOW WE DO IT: Our partners see us as an extension of their sales efforts. From quote to close, we support our partners in each phase of the sale and offer a host of tools not typically seen in TPA partnerships. WHY IT WORKS: Many of our financial advisor partners do not consider themselves experts in retirement plans. Involving us early in the sales process to consult with a business client has proven to increase the probability of closing retirement plan business. Additionally, our wholesaler partners will gain access to introductions to financial advisors contributing towards reaching their goals.WHAT MAKES US DIFFERENT: Most TPAs tend to be reactive and wait for you to call them once a retirement plan sale is closed. We strongly believe in the opposite approach. Call us at the beginning of the process and let us help you devise a strategy to win the business.WHAT OTHERS SAY: “BPP is like a Master Chef… they take the laws and regs governing qualified plans as the ingredients and based on the tastes of their Clients, create a recipe to satisfy their plan goals" (Chris Barlow, Managing Director of KnowHow 401k)READY TO TALK? Reach out to us on LinkedIn or Email me at ssussenbach@bpp401k.comVisit us at www.bpp401k.comCall me at 314-824-5202

Listed skills include Employee Benefits, 401K, Retirement Planning, Retirement, and 9 others.