Case Study: Sticking To the Basics – How a Retirement Advisor Wins More Plans
One of our longest-tenured PlanPro clients sat down with us to share that their firm sticks to ‘the basics’ when prospecting – and have won 18 plans in two quarters!
Case Study – How One Retirement Advisor Lands More Meetings with PlanPro
As one of PlanPro’s most-veteran clients, INTRUST continues to attribute its targeted, time-efficient prospecting to its dependence on PlanPro’s intelligent, up-to-date data. This year alone, INTRUST has been able to land 70 meetings with new prospects.
Case Study – A Successful Approach to Digital Prospecting
Becoming a PlanPro client has empowered the Michigan Retirement team with rich plan information and contact data to support their digital prospecting. Within their first few weeks of prospecting digitally, PlanPro’s robust LinkedIn contact data led the 401(k) team to securing a client.
Webinar – Prospecting Like A PlanPro
Peter and Scott, two retirement plan advisors and PlanPro clients share their 401(k) prospecting experience (both successes and challenges) as well as answer questions on 401(k) prospecting from peer advisors.
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 Turns Cold Leads Warm with PlanPro
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.
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.
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.
Introducing PlanPro 2.0
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.
4 Tips for Better 401(k) Plan Prospecting
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 Founder, Michael Magnan, Featured on Podcast
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!
Best and Worst States by 401(k) Participation
PlanPro’s first annual 401(k) state trends report analyzes 401(k) trends including participation rates, autoenrollment and employer contribution coverage.
Does Industry Affect Likeliness to Save for Retirement?
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.