Advisor Partners

Partnering with Advisors

Cerberus is a natural partner for advisors.

We value collaboration and guide by providing complementary knowledge and skills to realize a shared vision of quality service to clients.

Passionate professionals who strive to enhance the probability of clients achieving their goals and creating new business opportunities
Entrepreneurs who keep an ear to the ground for community needs and opportunities for service
Doers, deeply committed to community through family, friends, organizations, and associations

Higher close ratio with teamed presentations and annual maintenance
Vested interest in serving the client, retaining the relationship, and assisting the employer in maintaining a thriving retirement plan
Combined professional service produces strong, reliable results for the community and increased referrals
Service excellence that maximizes plan performance to exceed the client’s expectations
Provide administrative, regulatory and tax law updates of potential impact on plans and clients

Provide sales and support, from proposal annual maintenance
Plan design, anticipating short- and long-term needs
Administrative recordkeeping (filings and documentation, benchmarking, addressing client queries)
Provide quarterly/annual reviews for advisors and clients
Offer client/participant education, from participant notices and fee disclosures to providing onsite seminars or remote advisor webinars
Perform compliance checks
Advise on alternative savings methods, and work with plans on profit sharing, employee stock options, and cash balance plans
Conform, on request, to needs and requests of clients on behalf of the advisor