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!
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.
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.
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.