Outsourcing Upsell RJ20 positions itself as a single source for outsourcing participant education, advice, and wellness for retirement plans. This suggests a sales angle around expanding outsourced services to advisory firms seeking bandwidth and expertise, with potential cross-sell into education, wellness programs, and digital advisory tools.

AUM Growth Target The claim of enhanced outcomes and increased AUM indicates a growth-driven value proposition. Prospects may be motivated by revenue-sharing or performance-based engagements that tie RJ20’s services to measurable asset growth for their retirement plan clients.

Tech Enablement RJ20 utilizes a modern tech stack including WordPress, Snowplow, and Microsoft 365, enabling scalable content delivery, analytics, and collaboration. This opens opportunities to discuss integrated digital marketing, data-driven participant education, and secure workflows for advisory firms.

Small Team, Niche Focus With a lean team (2-10 employees) and revenue under one million, RJ20 may prioritize efficient, turnkey solutions. This suggests it could partner with mid-sized advisory shops seeking cost-effective outsourcing partners rather than bespoke, high-touch engagements.

Competitive Positioning RJ20 operates in the retirement plan services space alongside larger fintech players. Emphasize its specialization in outsourcing education, advice, and wellness as a differentiator, and target firms that need scalable, compliant, and outcomes-driven participant engagement solutions.