401(k): Pitchbooks

Uncategorized Apr 21, 2022
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Plan Red Flags Push 401(k) Prospects Away

Uncategorized Aug 05, 2021

Transcription by Otter.ai

Andy Hudson here with 401kChampions.com.  

Talking about red flags last week with an Advisor, how do you use red flags in your business and avoid pushing your 401k prospects away and make it more likely that you're going to pull them towards you building trust relationship and all those types of things.

Generically, the trend seems to be that Advisors are using the red flags in conjunction with a cold call or an email letting that plan sponsor know that there's an issue/s with the plan.  

Most Advisors are well meaning and want to help.  But based on the reactions of PS, it's not received well, likely pushing your prospect away, not drawing them closer, building trust, a relationship, etc.  

Is there a way you can use Flags to draw prospects to you?  

The other way to do use the red flags in your practice where you're pulling those prospects towards you is going to be when that plan has a triggering event. and they're in...

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