Dan Collins

Dan Collins is retirement marketing program manager at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since December 2012, Dan is responsible for creating advisor-facing marketing and prospecting content and communications, as well as collaborating with the firm's Marketing team to develop retirement plan participant education campaigns and collateral. Dan attended both Eastern Nazarene College and Bridgewater State University.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Picture This! A Better Way to Connect with 401(k) Participants

Boost the Profitability of Your Retirement Plan Business

An Advisor Action Plan for Encouraging Retirement Savings

From Good to Great: 6 Tips for Delivering Better Plan Sponsor Meetings

The Big 3: Plan Sponsor Questions for the Retirement Plan Advisor

Picture This! A Better Way to Connect with 401(k) Participants

Posted by Dan Collins

October 2, 2018 at 10:00 AM

I must confess—I love emojis (   ). Why? Because they’re an easy, lively, and memorable way to communicate. Research supports the effectiveness of images over words—when people hear information, they're likely to remember only 10 percent of that information three days later. But if a relevant image is paired with that same information, people remember 65 percent three days later. How can you apply this knowledge in your business? If you work with qualified retirement plans, I bet you have a hard time getting employees to stay engaged and interested long enough for you to teach them all they need to know about saving for retirement. Maybe it’s time to change things up a bit, so you can better connect with 401(k) participants.

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Topics: Retirement Consulting

Boost the Profitability of Your Retirement Plan Business

Posted by Dan Collins

December 6, 2017 at 1:30 PM

When I was a kid, I transformed my basement into a haunted house and charged the neighborhood kids a 50-cent entrance fee. The goal? To earn enough to buy a new street hockey stick. It was fantastic—complete with scary costumes and decorations and “Monster Mash” playing in the background. But it wasn’t profitable. I earned a measly $1.50. Where did I go wrong? I poured most of my resources into the aesthetics without giving much thought to critical factors like my time and effort and finding customers.

Like my younger self, you may be missing opportunities to boost the profitability of your retirement plan business. Here’s how to identify some of the barriers to your success—and how to overcome them.

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Topics: Retirement Consulting

An Advisor Action Plan for Encouraging Retirement Savings

Posted by Dan Collins

November 7, 2017 at 10:00 AM

The data on retirement savings tells a frightening story. According to the 2017 Retirement Confidence Survey from the Employee Benefit Research Institute (EBRI), 6 in 10 American workers feel confident in their ability to retire comfortably, yet only 18 percent feel very confident. What’s even more concerning? Just 41 percent of American workers report they or their spouses have attempted to calculate how much money they need to live a comfortable retirement.

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Topics: Retirement Income Planning

From Good to Great: 6 Tips for Delivering Better Plan Sponsor Meetings

Posted by Dan Collins

July 26, 2017 at 1:30 PM

If you’re an advisor in the retirement plan space, you likely have a go-to framework for conducting annual or periodic meetings with your plan sponsor and retirement plan committee clients. This framework no doubt includes covering all of the core 401(k) plan topics that retirement plan sponsors are most interested in, such as the performance of the plan’s investments, fees and expenses, plan design, and how well the plan is working for employees. Of course, those topics are essential areas to focus on when managing a retirement plan and are imperative to delivering the service, expertise, and guidance that your clients have come to expect from you.

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Topics: Retirement Consulting

The Big 3: Plan Sponsor Questions for the Retirement Plan Advisor

Posted by Dan Collins

May 16, 2017 at 10:00 AM

When you’re looking to hire a qualified expert, you likely do your homework first. Whether you need a carpenter to build a new garage, a surgeon to perform a complex procedure, or a photographer to take a family portrait, you want to know as much about those providers as possible in order to find the right fit.

When seeking the help of a retirement plan advisor, potential plan sponsor clients are no different—and for good reason. They bear the responsibility of fiduciary liability and of being a steward for their employees’ retirement assets. As such, when plan sponsors are seeking the help of an advisor to manage those obligations, asking the right questions will be a key part of their decision-making process.

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Topics: Retirement Consulting

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