Weitz Financial Group has developed a successful process for communicating opportunities to 401(k) prospects and growing their business.
RetirementDNA struggled to fill their pipeline with high-quality leads to drive growth. Working with PlanPro has enabled the team to double their prospecting outreach, enter a new market, and engage prospects with intelligence.
A guide to creating an effective 401(k) prospecting email sequence for advisors, with fill-in-the-blank templates to help you get started
We wrote out some tips and best practices to help your team navigate 401(k) prospecting across three communication channels — email, LinkedIn, and phone.
In just one quarter, an advisor implemented PlanPro to fill their pipeline with high-quality retirement plan leads.
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.
We’re excited to announce the release of PlanPro 2.0. Users will now benefit from a refined and simplified user interface along with new features and data. We’re always working to make your prospecting experience easier and more fruitful, and look forward to helping you grow your businesses as we continue to bring forth future improvements.
With over 700,000+ qualified retirement plans in the U.S., there is ample opportunity. With as much opportunity as there is, differentiating yourself and your strategy is crucial to increasing your probability of success. However, few advisors are actively doing this, leaving opportunity for those that do.
PlanPro’s founder Michael Magnan was recently featured on the Bridging the Gap podcast hosted by Matt Reiner. Michael discussed the intersection of the financial advisor industry, technology, data and artificial intelligence. Check out the link below to listen!
Our newest analysis suggests that the industry you choose to work in can have a profound effect on how likely you are to save for retirement in a 401k. While this might be partially due to the nature your industry, we find evidence that there are systematic differences – beyond a participant’s control – that contribute to the varying participation rates.