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.
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.
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.