Want 3 tips to improve your prospecting strategy?

31st Aug 2020

September is a great time to focus on prospecting.

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:

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number 1

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

number 2

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

number 3

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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

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Get Ready for the Selling Season NOW.
Contact Us for ALWAYS AVAILABLE Consulting.

866-269-2706 | DBPlans@dedicated-db.com

 

Dedicated DB@ DedicatedDB

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Estimate contribution and deduction with our DB calculator Try it now