Prospecting and finding actual sales opportunities is without question the most difficult part of building a successful retirement plan business. There are several different approaches that can be utilized. By choosing the right combination of approaches and commiting to a solid effort successful and effective prospecting can be accomplished. The 401(k) Academy and Plan Design Consultants hope the below tools and information can help you develope a winning prospecting approach.
PROSPECTING
- CANVASSING (COLD CALLS)
Academy Tools - MULTIPLE TOPIC SCRIPT
CUSTOMIZE YOUR PITCH BROCHURE
- STRATEGIC PARTNERS
Academy Tools - STRATEGIC PARTNER PRESENTATION PDF
STRATEGIC PARTNER PRESENTATION POWERPOINT
STRATEGIC PARTNER EMAIL/MAIL OVERVIEW TEMPLATE
STRATEGIC PARTNER EVENT INVITE TEMPLATE - LEAD GENERATION SERVICES
Academy Tools - LIST OF PROVIDERS
- PARTICIPANT REFERRAL
Academy Tools - TEMPLATE FOR PARTICIPANT TO GIVE TO HUMAN RESOURCES
TECHNOLOGY
Academy Tools - BLOG POSTING- Modern Methods in Prospecting
BLOG POSTING - 401(k) Hidden Fees
EMAIL TEMPLATE #2 - Plan Analysis Package
EMAIL TEMPLATE #3 - Successful Plans
SHORT VIDEO - Title: Webinars for Prospecting Success - GENERAL
Academy Tools - FIDUCIARY CHECKLIST