For Financial Advisors
AT ACUFF & ASSOCIATES, OUR PRODUCT – OUR ONLY PRODUCT – IS OUR ADVICE AND THE SERVICES WE OFFER.
We do not sell investment products or give investment advice. This means that we can partner with you as financial advisor, and you have the assurance that Acuff & Associates will not compete with you in any way. We also work to keep you up-to-date on retirement plan issues – whether through our e-newsletters, periodic forums we sponsor for financial advisors, or regular personal meetings with financial advisors.
We know that as a financial and investment professional, you’re committed to finding investment solutions for clients – and to finding new clients. Acuff & Associates helps you concentrate on your priorities by being as much a marketing partner as you need us to be. We help you understand the retirement plan marketplace and we keep you updated on the most creative retirement plan designs available.
Your Partner In Business
We pride ourselves on being your partner in business. We understand the value of working together to benefit you and your current and prospective clients.
When you have a retirement plan prospect, Acuff & Associates will be happy to meet with you and the prospect to determine their needs, and when appropriate, provide plan design ideas through simple, easy-to-understand illustrations.
Our goal is to let you do what you do best without having to worry about what we do best. And, we make you an important promise – when you recommend Acuff & Associates to your clients, we’ll make sure that you’ve given sound advice.
Frequently Asked Questions
HOW DOES ACUFF & ASSOCIATES PARTNER WITH FINANCIAL PROFESSIONALS?
Acuff & Associates gets referrals almost exclusively from financial professionals, so we want to provide as much marketing support as possible to our advisor partners.
Acuff’s marketing consultants are willing to get involved as early in the process as the financial professional needs us – whether it’s initial fact finding, preparing free illustrations of recommended plan designs, providing fee proposals, or presenting our services.
We can also facilitate ordering of proposals from our vendor partners and help you make an assessment of their costs and features.
WILL ACUFF’S MARKETING CONSULTANTS ATTEND MEETINGS?
Absolutely. We want to become involved with your prospect as early as possible. This makes the ultimate results much more effective and efficient.
WHAT RETIREMENT PLAN VENDOR PLATFORMS DOES ACUFF WORK WITH?
We work with virtually all of the major retirement plan vendor platforms. We can consider others as long as they meet our standards for quality of product, ease of communication, and ability to partner for marketing.
DOES ACUFF OFFSET FEES WITH “REVENUE SHARING” RECEIVED FROM VENDORS?
Yes. Keeping consistent with our core values, Acuff & Associates has always been dedicated to offering clients pricing that is reasonable as well as transparent. Being a thought leader in the retirement plan industry and keeping our clients’ needs in mind, Acuff & Associates made the decision to adopt a pricing model that offsets our fees with revenue sharing received from our recordkeeping partners. For existing clients who established service prior to our direct offset model, we review their pricing periodically to determine which pricing model is more advantageous for them.
DOES ACUFF & ASSOCIATES SELL INVESTMENT SERVICES?
No! We are not licensed to sell investment products and we do not accept commissions. Our only business is providing quality retirement plan consulting and administration services.
WHERE CAN I GET MORE INFORMATION?
You can call us directly or send us an email to request one of our marketing professionals to contact you.
