Leveraging LinkedIn as a Plan Advisor
Build your network and grow your pipeline. A walkthrough for plan advisors to leverage LinkedIn and create a multichannel prospecting strategy.
Creating an Effective 401(k) Prospecting Email Sequence
A guide to creating an effective 401(k) prospecting email sequence for advisors, with fill-in-the-blank templates to help you get started
Establishing Your Process with Email, LinkedIn, and Phone
We wrote out some tips and best practices to help your team navigate 401(k) prospecting across three communication channels — email, LinkedIn, and phone.