2019 Advisor Survey

Evaluating Operational Challenges to Drive Scale and Efficiency

In August 2019, Vestwell conducted a survey to learn more about the reigning attitudes of today’s retirement plan advisors and how they are successfully approaching plan sales and engagement. 

Did you know:

• 33% of advisors see managing scale as their biggest hurdle when it comes to growth

• Yet less than 30% are outsourcing their most basic functions

• Additionally, 20% are still working with more than 6 recordkeepers

• And those numbers are significantly higher for plan specialists!

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