How to Win (and Retain) 401(k) Plans: From (k)onnection to (k)lose
Building a successful 401(k) practice is easier than you may think. It begins with a plan for identifying prospects, gaining their interest and closing the long-term sale. This program is designed to help advisors gain a foothold in the expanding DC market, by going step-by-practical-step through the 3 P’s:
- Prospecting – How to Identify Clients
- Providing Solutions – How to Position Yourself to Win the Business
- Plan Servicing – How to Keep the Business
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