What are the DOs and DONTs of summer prospecting?
15th Jun 2022
Summer doesn’t have to be slower for sales, which is why now is a great time to ramp up your prospecting activity. Here are some DO’s and DON’Ts to help you reconnect with clients and have successful retirement planning conversations:
|–||DO request a customized Defined Benefit plan proposal. Not sure if your client qualifies for a high-contribution retirement plan? 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.|
|–||DO check out our 50+ Sales and Marketing resources. We have over 50 tools and resources – including white papers, fact sheets and marketing presentations – to help clients learn about the advantages of Defined Benefit or Cash Balance plans.|
|–||DO collaborate with your CPA network. They may have client referrals who would benefit from this type of plan design.|
|–||DON’T forget that there may still time for clients to open a plan for 2021 – if they filed a tax deadline extension. Despite market volatility, our Plan Design Consultants are still handling many of these requests. July 31st is our deadline for accepting requests for 2021 plans.|
It’s never too early to start prospecting. Let me know how I or any of our Plan Design Consultants can help. Thanks.