Case Study – Advisor Shares Effective Process for Winning 401(k) Clients
Weitz Financial Group has developed a successful process for communicating opportunities to 401(k) prospects and growing their business.
Case Study – Advisor Leverages PlanPro, Grows Pipeline 200%
In just one quarter, an advisor implemented PlanPro to fill their pipeline with high-quality retirement plan leads.
New PlanPro tool automates 401(k) fee disclosure analysis using AI
To meet the growing focus on retirement plan fees, PlanPro today announces the public beta release of PlanScanner—an artificial intelligence-backed tool that breaks down and analyzes retirement plan fee disclosures—providing advisors with an edge to illustrate fee opportunities in plan design and IRA rollovers.