Telling the CBPP Story: How Richard Hughes Uses Asset-Map to Get Clients Retirement Ready

When Richard Hughes, a top 50 portfolio manager in Cananda and co-founder of Canada’s Best Pension Plan (CBPP), attempted to improve service levels in the group retirement space and differentiate himself from other advisory firms, he found an ally in Asset-Map.

CBPP had used client-focused deliverables in the past but found they were long-winded and went largely unseen by clients. Now they implement Asset-Map, so they have an actual deliverable available to clients and prospects in the group retirement world. With an Asset-Map Report, Hughes is able to deliver a visual representation that each member can use to engage with CBPP or even take to their own financial advisor.

In the last year, CBPP attracted over 60 million in new AUM, to the point that they are now searching to expand their internal team. Hughes attributes this success to all of the CPP’s tools working together in harmony to increase ROI and streamline their processes.

With Asset-Map and other servicing tools in their arsenal, their AUM has increased substantially. With Asset-Map, Hughes has been able to tell the CBPP story and capture prospect attention immediately, opening the door to bigger and better business opportunities.

Read more about the firm’s success in the CBPP’s case study