Financial Advisors
Who We Help
Financial advisors who are Individual Wealth Managers, Insurance Focused Professionals, 401k Plan Specialists, Bank Advisors and RIA Firms, nationwide.
Why We Help
With aggregation of platforms and vendors continuing in the ERISA space, we have discovered that unbiased, consultative education and advice is becoming harder to find.
How We Help
The Crete Group we provide unbiased advice in the ERISA ecosystem. This looks like many different things but some examples include:
Advisor practice coaching related to ERISA
Prospecting selection, prioritization and coaching
Control & Affiliated Services Groups and other complex situations
New plan design and signature ready services
Vendor management
Other items as needed