What type of support does CDM offer financial advisors?
CDM gives financial advisors access to value-added resources including customized enrollment kits, marketing/education campaigns, comprehensive investment reviews, and other effective servicing tools. Financial advisors also have access to educational resources designed for participants, and have the ability to learn more about a plan’s participant and asset base through access to a state-of-the-art website. A CDM Plan Consultant serves as the advisor’s daily contact throughout the life of the plan, and helps make sure that the plan is operating effectively.
