COIs

 

Top 401(k) Advisors receive the majority of new opportunities from referral partners, COI's. This episode of the 401(k) Sales Call Andy and Chris discuss unique ways to promote referrals from your...

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401(k) Getting Prospects to Reach Out to You

 

Building awareness of your 401(k) Advisory services and attracting clients is work.  Getting prospects to reach out to you, even harder.  

There are, however, 3 fundamental...

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June Workshop Replay

You’re almost guaranteed to get a NO from a 401(k) prospect if you ask a prospect for a:   

  1. Meeting
  2. To benchmark the plan
  3. Share a Red Flag Report

You're almost guaranteed to get a...

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401(k): Pitchbooks

 
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Red Flag Reports Pushing Prospects Away?

 

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...

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