Want 3 tips to improve your prospecting strategy? Dedicated DB

Want 3 tips to improve your prospecting strategy?

31st Aug 2020

Labor Day is a great marker to kick off the September selling season. Advisors, like you, may be doing more outreach & starting year-end tax planning conversations. We think we’ve found a few ways to boost your prospecting activity. Here are 3 ways to make September easier for you:

CONSIDER US YOUR RETIREMENT PLAN CONCIERGE

Have a question about small business retirement plans? We believe a 10-minute call can quickly get us moving in the right direction. And, if your client does not fit our specialty – Defined Benefit and Cash Balance plans – we’ll refer you with a warm introduction to a highly qualified TPA.

HAVE A QUESTION? CALL 866-269-2706

FREE RETIREMENT PLAN ILLUSTRATIONS AND PROPOSALS

Not 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 DEFINED BENEFIT CALCULATOR

SUPPORT FOR YOUR SALES CAMPAIGNS

Need marketing inspiration? Check out our 50+ Sales and Marketing resources. You’ll find tons of great ideas, white papers – and online brochures! .

VIEW OUR SALES AND MARKETING TOOLS