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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