Spend 20 Min (Bi-Weekly) To Boost Sales With Fresh Sales Ideas
Click the button to fill out the survey and sign up for the next call.
Question 1 of 7
How do you approach 401(k) plans (Choose one)?
Only when someone asks me to help them.
I approach 401(k) opportunities INSIDE my network
I prospect OUTSIDE my network.
Retirement plans are the focus of my practice.
Question 2 of 7
What's your #1 challenge right now when it comes to marketing and sales of 401(k) plan business? *
Question 3 of 7
How many plans will you close each year? *
Question 4 of 7
What percent of your plans do you work with a TPA?
Question 5 of 7
What do you need (materials/processes)?
Question 6 of 7
How many plans do you manage?
Question 7 of 7
What percent of your plans are the result of a relationship with decision-makers?