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.

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PlanPro Founder, Michael Magnan, Featured on Podcast

PlanPro’s founder Michael Magnan was recently featured on the Bridging the Gap podcast hosted by Matt Reiner. Michael discussed the intersection of the financial advisor industry, technology, data and artificial intelligence. Check out the link below to listen!

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