401(k) prospecting like a planpro

Thank you to Peter Weitz and Scott Collins of Weitz Financial Group for sharing so much wisdom on their recipe for growing their 401(k) advisory practice on our first “Prospecting like a PlanPro” webinar hosted for our advisor clients – lots of practical insights and encouragement for advisors in the space. Great to see two industry professionals willing to openly share with other advisors. Please view the recording below.

“There is no cold calling when you have all of this data at your disposal. Everything is a warm lead.”

Peter Weitz, Weitz Financial Group