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.
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.
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.
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.