Local expertise. National scale. Built to grow with you.
Strongpoint's national sales team supports partners across 24 firms and 43+ states — coast to coast, from Hawaii to Hartford, Los Angeles to Cincinnati.
Wherever you're located, you get the same national-caliber backing: deep collaboration, shared expertise, and a growing product shelf that lets you bring more to every client conversation, from ESOP and Cash Balance to Non-Qualified plans and 403(b).
That national infrastructure comes to life through the Advisor Growth Lab, our initiative to equip advisors with the tools to win in their local market. It's built around a Strongpoint-branded advisor portal featuring a plan dashboard for at-a-glance oversight, an educational content hub for ongoing learning, and Strongpoint Assist — an AI assistant that answers plan design and compliance questions instantly.
"You sell at the local level, with your brand and your relationships. But when you join Strongpoint, you have a national platform behind you — with the strength of national expertise and a growing product shelf to match. Wherever you're located, you get the same depth of support: hands-on collaboration, a team that knows your market and understands your needs, and access to tools like the Advisor Growth Lab designed to help you scale.”
Mike Shamburger, VP of National Sales
Advisor Growth Lab
Your plans. Your insights. One place.
Equipping advisors with a national sales infrastructure, tailored for local relationships.
Strongpoint’s Dedicated Advisor Portal
One of the most powerful advantages of working with a Strongpoint partner is the ability to bring national-caliber resources to your local market, without losing what makes your business unique. Advisor Growth Lab (AGL) is how we deliver on that promise for advisors. Advisor Growth Lab is Strongpoint’s dedicated advisor portal — a single, purpose-built place to manage your entire book of retirement plans, stay current on compliance and regulatory changes, and get instant answers, instead of juggling multiple disconnected systems built for someone else’s workflow.
Compliance-First
Always up to date on the regulatory changes that affect your clients’ plans.
Real-Time Data
Live plan metrics — status, participants, assets — in one dashboard, not a dozen inboxes.
Advisor-Focused
Purpose-built for the advisor’s day-to-day, not a generic client portal.
What’s Inside the AGL Portal:
-
![Strongpoint's AGL Plan Dashboard]()
Plan Dashboard
See your full book of business at a glance: plan status, key milestones, and important deadlines. No more digging through emails or chasing down your TPA. Plan Dashboard keeps you in the loop and in control, so you can walk into every client conversation confident and prepared.
-
![Strongpoint's AGL Content Hub]()
Content Hub
Timely articles, plan design insights, compliance updates, and market perspectives — organized so you can find what’s relevant to your clients, fast. Whether you’re new to retirement planning or a seasoned professional staying current on regulatory change, the Content Hub, including Strongpoint University courses and certifications, keeps you sharp and positions you as the most informed person in the room.
-
![Strongpoint's AGL AI Assistant]()
AI Assistant
A full AI assistant that lives inside the portal and knows everything in the system. Ask it plan design questions, get compliance guidance, search the Content Hub, or have it summarize an article when you don’t have time to read the whole thing. Strongpoint Assist meets you where you are and puts the collective knowledge of the platform at your fingertips.
Getting started is simple:
Complete a brief self-registration and profiling process that captures your focus areas, the types of clients you serve, and what you’re looking to grow. From your very first visit, the portal surfaces the content, tools, and resources most relevant to your practice — not a generic, one-size-fits-all experience.
Advisor Growth Lab is also expanding what you can bring to your client relationships. From ESOP and Cash Balance to Non-Qualified plans and 403(b), Strongpoint is equipping advisors to have deeper, more comprehensive retirement planning conversations — with the full product shelf and expertise to back them up.