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.
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!