Sales Success: Franklin Mohri On Serving His community

19th Jul 2017

Dedicated Defined Benefit Services | OnePersonPlus Defined Benefit Plan
 

SALES SUCCESS:
Building a Practice by Building Community

Franklin has built a thriving practice in Los Angeles over the past 17 years by focusing on what he knows best — people in his community. But it took a while to connect. He started his outreach via community newspapers, magazines and even direct mail. However, it wasn’t until he appeared on a regular weekly radio program that he began to have success.

Read Franklin’s Story
 

WHY DEDICATED DEFINED BENEFIT SERVICES?

Franklin has opened over a dozen high contribution retirement plans with Dedicated DB, and many of them are for physicians. Often, he works with CPAs in his community to refer clients who are good candidates for defined benefit plans or cash balance plans. He told us, “The accountants look to me as an authority (on defined benefit plans) — I look to you guys.”

Do you have any clients who are physicians?

Learn about the special advantages of defined benefits plans for physicians.

 

Free Retirement Plan Illustrations

proposal imageNot sure if your client qualifies? Run an estimate yourself online and then give us a call. We can refine it for you and help you talk your clients through it.

Try Our Instant Defined Benefit Calculator
 

BUILD YOUR PRACTICE

If your small business clients or prospects are age 40+ and earn over $100K with few employees, a defined benefit or cash balance plan may help them. Typical clients are Medical Practitioners, Consultants, Franchise Owners, Mom and Pops, Real Estate Professionals, Financial Advisors, and more.

We have tools to help you sell. Download our sales tools.

 

CLIENT OF THE WEEK

Doctor Triples Retirement Savings

An anesthesiologist, age 59, who was working as part of a group of 15 other anesthesiologists at a medical center in California, decided to become an independent physician in 2016 for one reason: to make up for lost time in saving for retirement.

READ MORE
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CONTACT US FOR ALWAYS AVAILABLE CONSULTING

We’re here to help. Contact our plan design consultants to discuss your client’s business situation.

PHONE: 866-279-2706
EMAIL: DBPLANS@DEDICATED-DB.COM

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