3D Asset Management, Inc. (“3D”) is pleased to announce the launch of WealthConductor™, its premier program for advisors who are experienced in retirement income (“RI”) planning as well as advisors who would like to add RI planning to their practice.
With $750 Billion in retirement assets in motion, and 10,000 Baby Boomers retiring each day, there is an increasing demand from clients for retirement income planning services, and advisors are looking for a scalable solution to meet these demands cost-effectively. 3D’s WealthConductor™ is an innovative, comprehensive, scalable program that includes a full suite of advisor support: live and on-demand training on the time-segmented retirement income strategy, sales and marketing support, case consultation, and an intuitive technology platform that helps the advisor manage the entire lifecycle of a retirement income plan.
“WealthConductor™ was developed as the next generation of retirement income planning for advisors who want to go beyond the typical ‘proposal’ software and, instead, implement a solution that includes intuitive management and modification capabilities,” John O’Connor, President and CIO of 3D Asset Management, said. “Our solution truly allows the advisor to be the ‘conductor’ of each client’s plan throughout its entire performance, rather than just the orchestrator. 3D has always been dedicated to providing innovative investment and practice management solutions for financial advisors, with a strong focus on client support and service. The WealthConductor™ program expands our suite of solutions into the retirement income market.”
Within the WealthConductor™ offering is 3D’s proprietary, advisor-driven technology platform, IncomeConductor™, a full Software-as-a-Service (SaaS) solution that aligns perfectly with an advisor’s business process. Using a time-segmented retirement income strategy where clients’ retirement assets are divided into different segments, IncomeConductor™ provides advisors the ability to not only create, monitor and report on the performance of an investor’s plan in a compliant manner, it also provides the business analytics and ‘course correction’ options advisors need to bring their clients’ plans back on track in the event of changes in market performance or client needs. This helps advisors address their clients’ preference for dealing with smaller, simplified issues and assists both advisors and their clients successfully weather periods of high market volatility. Advisors have the flexibility of implementing their clients’ plans using either commission- or fee-based products, and IncomeConductor™ will track accounts held at any institution.
Philip G. Lubinski, CFP®, a pioneer of the time-segmented retirement income strategy which he has honed for more than 30 years, partnered with 3D to develop the WealthConductor™ program. A national industry keynote speaker and recognized authority on the design of retirement income strategies and software, Mr. Lubinski has also trained thousands of advisors on the time-segmented strategy and was integral in developing WealthConductor’s training curriculum.
“Advisors are faced with many challenges today — mounting competition, increased regulatory scrutiny, and the need to wear many hats within their business. They don’t always have the time they’d like to spend on retirement income planning with their clients,” said Mr. Lubinski. “However, according to recent studies, 66% of retirees currently working with an advisor would change advisors for a retirement income plan1, and over 75% of retirees would be willing to consolidate all of their assets with one advisor2. These survey results tell us that advisors run a real risk of losing clients to advisors who do offer a strong retirement income planning solution. We feel WealthConductor™ provides advisors with the training and tools that they need to be successful in this exploding market segment.”
About 3D Asset Management, Inc.
Founded in 2006, 3D Asset Management is an independent global investment manager in East Hartford, Connecticut, who partners with financial advisors to deliver the benefits of Exchange-Traded Funds (ETFs) to individual investors and retirement plan participants. Through rigorous portfolio construction and monitoring, 3D builds diversified portfolios that control cost, manage risk and simplify global investing. 3D enables financial advisors to more efficiently manage client relationships by providing efficient, effective and value-creating solutions. To learn more about the 3D WealthConductor™ solution, call 860-291-1998 or email firstname.lastname@example.org. www.3dadvisor.com.