At its annual national sales meeting, OneAmerica® unveiled a new a practice management program for financial advisors that offers strategies in areas such as sales, marketing, branding, HR, client services, finance and operations.
“This new platform is designed to help financial advisors grow their business,” said Bill Yoerger, President of Retirement Services for the companies of OneAmerica. “Our practice management program goes deep, providing nearly 60 practice solutions through brochures, data sheets and valuable advisor tools.”
For example, according to a press release:
- the platform’s branding solution describes how an advisor can establish their brand promise; and
- the client service solution explains how to redefine value and incorporate high-gain strategies into the advisor’s client service model.
For more on OneAmerica’s value-adds for advisors, visit their NAPA Partner Corner page.
