Step Strategic
Financial Services - Summerville, South Carolina, United States
Step Strategic Employees
Step Strategic Details
Local TPAs are being acquired and regional/national TPAs are pressing in... Advisors simply have more choices of TPAs today. As a result, as a local TPA, you may only be getting a shot at 50% of the plan opportunities that come across an advisor's desk.You can fix it though. With fresh "visibility" strategies and technology, our TPA clients stay top-of-mind with advisors between face-to-face meetings, and are able to cover more Advisors. TPAs that implement our strategies/technology get asked to bid and present on more plan opportunities. Step Strategic is consulting business owned by Andy Hudson. Andy has worked with TPAs with annual revenues of $750k-$25M but primarily focuses on TPAs in the $1M-$3.5M space because he enjoys working one-on-one with the owner/s. Andy believes local TPAs offer Advisors and Employers a much better value and service over large TPA shops. With a solid record and tested approaches, Andy comes along side TPAs to help them get a shot at more opportunities to present their services and showcase the value they deliver. Andy created and co-created several online tools for TPAs: TPAproposal.com401kGrabNGo.com, co-created with Chris Barlow of Know How 401(k) P.S. As you combat this trend, working to bridge the gap between where your business is now (point A) and where you want it to be (point B), reach out to us. We'd love to hear about what you are building and help you beat-out your competitor/s.
Step Strategic Technologies
Email Providers
Outlook
Widgets
Kajabi
Domain Name Services
Cloudflare DNS
Hosting
CloudFlare Hosting
CSS and JavaScript Libraries
Bootstrap Framework
Other
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