Commonwealth Independent Advisor

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

Retirement Plan Re-Enrollment: A Fresh Start for 401(k) Participants

The SECURE Act: What It Means for Retirement Plan Advisors

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

Retirement Plan Re-Enrollment: A Fresh Start for 401(k) Participants

Posted by Dan Collins

September 25, 2019 at 1:30 PM

Getting a second chance to do something better than it was done the first time—like being allowed a mulligan for a sliced tee shot on the golf course or having another opportunity to making a great impression—is something most people would overwhelmingly embrace. As a financial advisor, you likely have firsthand experience working with investors who have regrets about their retirement savings choices. Often, clients wish they had started saving sooner in life or had invested more wisely, and they would jump at the chance for a do-over. Fortunately for those clients, retirement plan re-enrollment may be just the opportunity they need.

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Topics: Retirement Consulting

The SECURE Act: What It Means for Retirement Plan Advisors

Posted by Dan Collins

May 28, 2019 at 10:00 AM

The ancient Greek philosopher Heraclitus famously professed that “change is the only constant in life.” Although there’s no way Heraclitus could have imagined this concept applying to something like saving for retirement, it most certainly it does.

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Topics: Retirement Consulting

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

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