Creating an Effective 401(k) Prospecting Email Sequence

A guide to creating an effective 401(k) prospecting email sequence for advisors, with fill-in-the-blank templates to help you get started

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401(k) Prospecting: Establishing Your Process with Email, LinkedIn, and Phone

We wrote out some tips and best practices to help your team navigate 401(k) prospecting across three communication channels — email, LinkedIn, and phone.

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New PlanPro tool automates 401(k) fee disclosure analysis using AI

To meet the growing focus on retirement plan fees, PlanPro today announces the public beta release of PlanScanner—an artificial intelligence-backed tool that breaks down and analyzes retirement plan fee disclosures—providing advisors with an edge to illustrate fee opportunities in plan design and IRA rollovers.

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4 Tips for Better 401(k) Plan Prospecting

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.

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