Acquisition Strategy Betterment has been actively acquiring other businesses in the financial services sector, such as the recent acquisitions of Ellevest's automated investing business and Rowboat Advisors. This presents a potential sales opportunity for companies looking to be acquired or partner with Betterment for mutual growth.

Expansion of Offerings With the launch of a new Premium plan and a solo 401(k) solution for independent advisors and business owners, Betterment is expanding its service offerings. Sales professionals can leverage these new products to approach clients looking for innovative financial solutions.

Partnership with Arena Investor Betterment forming a partnership with Arena Investor indicates a potential avenue for new business partnerships or collaborations. Sales representatives can explore partnership opportunities with Betterment to tap into new markets and reach a wider audience.

Competitive Analysis Comparing Betterment's financials with similar companies like Robinhood, Personal Capital, and Wealthfront Inc. can provide insights into potential areas for growth or differentiation. Sales professionals can use this information to position Betterment effectively against competitors during client conversations.

Industry Event Participation Betterment's active participation in industry events like the T3 Technology Tools for Today Advisor Conference showcases its commitment to innovation in the financial services sector. Sales teams can leverage Betterment's involvement in such events to establish credibility and attract clients seeking cutting-edge solutions.