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.

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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.

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PlanPro Case Study: Case Study on Advisor Shares Effective Process for Winning 401(k) Clients

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.

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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.

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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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