As a consulting company, The Meeting Exchange develops working relationships with companies and organizations in many industries nationally. Companies benefit from our wide spectrum of review services that may directly improve their bottom line, their services, and controls. By harnessing these relationships, we are well positioned to introduce and recommend our network of Financial Advisors.
The 401K Services Division of the Meeting Exchange focuses in creating opportunities for Financial Advisors that work with or manage corporate retirement plans.
Our Process
Our process is unique and different as we reach high level executives in corporations who sponsor 401k plans. We created a strong network of senior level executives on the corporate side.
While we continue to expand our corporate network, we simultaneously developed a network of senior level Financial Advisors with a strong background in corporate sponsored retirement plans.
Our executives identify plan sponsors with low performing plans, and who have expressed dissatisfaction with their current plan management. After we evaluate the areas of improvement, our executives will serve as a liaison between the plan sponsor decision makers and the Financial Advisor.
We develop customized on-going marketing campaigns for our Financial Advisors in their geographical areas of interest so that we can continue to provide them with quality leads, introductions and meetings to grow their business and be successful.
We proudly separate ourselves from the competition by not just scheduling a meeting, but going the extra mile in helping our Financial Advisors prepare for the meeting and be armed with the necessary knowledge and tools to close the deal.
CORPORATE HEADQUARTERS
Gedi Corporate Park 490 Route 33 West Millstone Township, NJ 08535 Telephone: (732) 851-6912 Fax: (732) 851-6916
As a consulting company, The Meeting Exchange develops working relationships with companies and organizations in many industries nationally. Companies benefit from our wide spectrum of review services that may directly improve their bottom line, their services, and controls. By harnessing these relationships, we are well positioned to introduce and recommend our network of Financial Advisors.
Our executives identify plan sponsors with low performing plans, and who have expressed dissatisfaction with their current plan management. After we evaluate the areas of improvement, our executives will serve as a liaison between the plan sponsor decision makers and the Financial Advisor.