National Sales Case Study

Strongpoint’s Advisor Growth Lab

Equipping partners with a national sales infrastructure, tailored for local relationships.

Building the tools to win every local market.

One of the most powerful advantages of the Strongpoint platform is the ability to bring national-caliber sales resources to local markets — without asking partners to give up what makes their business unique.

The Advisor Growth Lab is how we’re delivering on that promise.

Context

What is Strongpoint’s Advisor Growth Lab?

The Advisor Growth Lab is Strongpoint’s initiative to build out the sales infrastructure, tools, and programs that help our partners grow their books of business — with more products, more support, and better ways to demonstrate value to advisors and plan sponsors.

The Advisor 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.

The Benefits:

The Advisor Growth Lab isn’t static. Our team is shipping new features constantly, with new features coming soon such as requesting a proposal, public-facing content before log in, and deeper recordkeeper integrations. In this business, the best outcome for the client starts with the right plan design. And the right plan design requires a partner who has the full product shelf and the expertise to use it.

→ One portal that has everything the advisor needs

→ Four Key Features: Plan Dashboard, Content Hub, AI Chat, and Strongpoint University

→ More solutions expanding what partners can bring to every advisor relationship

“SOC 2 isn’t just a certification we’re working toward — it’s a reflection of how seriously we take our responsibility to the people whose retirement data we manage every day.”

Craig Schoeberle, VP of Information Technology • Strongpoint