Partner with the TSP Optimizer®
Help your clients with more than just money management. Many advisors shy away from the TSP space, but you don’t have to.
We provide you with the tools and resources needed to expand your business and finally help those clients.
Financial Professional
I want to help my clients optimize their company-sponsored retirement plans.
Contact us today to learn how the TSP Optimizer® can help your clients
Marketing
- Access to a personalized flyer with your picture, an email invitation, and a personalized link embedded with your information.
- All branding is catered toward you, the advisor, on your personalized marketing materials and the clients’ dashboard, ensuring they see your information when they need help.
Build Trust
- Help clients with their company-sponsored plan to strengthen your relationship with them.
- Build your book of business by offering the TSP Optimizer® to your current clients’ friends and family of your current clients.
- Nurture and grow relationships with clients when checking in on them.
Resources
- Order and download all marketing brochures straight from your advisor dashboard.
- An online library is available for you to share the power of the TSP Optimizer® with your clients.