Strongpoint Partners, a technology-enabled retirement services platform serving small- to mid-sized businesses with integrated third-party administration (TPA), recordkeeping, payroll, actuarial, and HR solutions, announced the launch of Advisor Growth Lab. The digital portal provides financial advisors with a centralized destination to oversee their existing book of retirement plans and collaborate across Strongpoint’s national partner network.
Advisor Growth Lab simplifies daily workflows for retirement advisors who traditionally rely on fragmented tools to track plan metrics, request proposals, address client inquiries, and monitor regulatory updates. The portal consolidates these functions into a unified workspace.
“Our mission is to make retirement work for everyone, and that means giving the advisors who work alongside our partner firms the same national support and resources our partners experience,” said Danny Hest, CEO of Strongpoint Partners. “Advisor Growth Lab is how we make good on that promise: one platform, built specifically for how advisors work, so they can spend less time chasing information and more time with their clients.”
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Core Capabilities Driving Operational Efficiency
Advisor Growth Lab centers on four core operational pillars designed to support both developing and experienced retirement plan advisors:
Plan Dashboard: Delivers an up-to-date, real-time view of an advisor’s complete book of business with Strongpoint, tracking plan status, participant counts, assets under management, and pending action items.
Content Hub: Provides curated compliance updates, regulatory guidance, thought leadership, on-demand webinars, and fiduciary best practices to keep advisors informed on evolving standards.
Strongpoint Assist: An embedded, secure AI assistant trained on retirement industry protocols, enabling advisors to instantly query plan data, analyze plan design options, and review regulatory requirements.
Direct Sales Support Integration: Connects advisors directly with Strongpoint’s national sales and TPA expertise to facilitate complex plan design consultation, proposal requests, and growth strategies.
“What advisors really need is confidence that someone has their back when a client asks a hard question,” said Shamburger. “Advisor Growth Lab gives our sales team another way to show up for advisors, with plan data, compliance guidance, and answers on demand, right alongside the relationship they’ve already built.”
Equipping Advisors for Practice Expansion
The platform features step-by-step guides to help advisors navigate retirement conversations with business clients. For seasoned advisors, Advisor Growth Lab offers tools to conduct deeper plan evaluations backed by Strongpoint’s national network of specialized product lines.
“As our network continues to grow, so does the breadth of what advisors can bring to their clients. Advisor Growth Lab is a direct investment in that relationship, and it’s just the beginning of what we have planned for advisors on our platform.” – Danny Hest, CEO of Strongpoint Partners.
