Qualifications

For the last 7 years, we have worked with a large recordkeeper to help them better understand why they are winning and losing institutional retirement plan business. Throughout the project, we have delivered the results as value-add sessions for the advisor/consultants the recordkeeper works with. 

Overall, Robin has consulted with 8 major recordkeepers for Win/Loss Reviews. The goal is to help each recordkeeper understand how they are different and unique, so they can win more. 

In our most recent consultant Win/Loss Reviews, we are seeing a trend where plan sponsors are working harder to keep incumbent advisors in their role. Ask us for insights on why plan sponsors seek a new advisor!

Overall, Robin has consulted with dozens of retirement plan consultants to help them understand why they are winning or losing business.

A large investment consulting firm engaged WinMore Plans to conduct qualitative interviews and a quantitative survey to better understand client perceptions. 

The results included 54 recommendations set into a table to help the consulting firm prioritize where they wanted to invest and improve. 

Whether you're a recordkeeper or an advisory firm, getting a seat at the table is determined by how personal and detailed your written RFP response is. Based on our experience, we can assess your existing RFP response, create detailed recommendations and proof statements to help you win more.

A large retirement plan advisory firm recently engaged WinMore Plans in an 8-week project. They implemented changes based on recommendations set within a prioritization grid and immediately improved their responses. 

Robin has facilitated round-table discussions with plan sponsors, feedback and growth seminars with advisors, and presented key marketplace trends in the retirement plan space at conferences such as NAPA and Fi360.

Tactical recommendations on how to grow business are the focus of sales conferences and webinar content that Robin delivers on behalf of asset management firms and recordkeepers, where the audience consists of consultants and advisors. 

Examples of healthcare work includes ICHRA sales and administration strategy, employer-sold health care product management and distribution (level-funded and ancillary plans), as well as executive communications regarding electronic medical records.