Plan Level Business Development Services

Strategic Asset Advisor offers superior business development services including market research, lead generation, and strategic planning. We work to develop a deep understanding of our client's value proposition and service delivery to best position them achieve their new business goals, and to grow plans, assets and participants under advisement.

Jay is an experienced, passionate, and decisive retirement sector professional. An excellent business communicator with experience in all aspects of retirement planning. He has an accomplished record of increasing sales, retaining clients and assets by building strong relationships. Jay has 25 years of experience in business development, marketing, and sales and brings an expertise to every project and is committed to delivering exceptional results.

We believe in taking a data-driven approach to business development. Being Investment Advisor Representatives ourselves, we have unique insight into the pain points plans sponsors experience when offering employees a retirement savings vehicle.  Our process involves in-depth research, analysis, and strategic planning to ensure that you will be positioned to create an opportunity to help new clients achieve their goals.