Step Strategic

local tpas are being acquired and regional/national tpas are pressing in... advisors simply have more choices of tpas today. as a result, as a local tpa, you may only be getting a shot at 50% of the plan opportunities that come across an advisor’s desk. you can fix it though. with fresh “visibility" strategies and technology, our tpa clients stay top-of-mind with advisors between face-to-face meetings, and are able to cover more advisors. tpas that implement our strategies/technology get asked to bid and present on more plan opportunities. step strategic is consulting business owned by andy hudson. andy has worked with tpas with annual revenues of $750k-$25m but primarily focuses on tpas in the $1m-$3.5m space because he enjoys working one-on-one with the owner/s. andy believes local tpas offer advisors and employers a much better value and service over large tpa shops. with a solid record and tested approaches, andy comes along side tpas to help them get a shot