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

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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.

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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.

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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.

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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.

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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!

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