Are you involved in setting new goals for the next year? If so, here is a three-part goal you may want to consider for reaching out broadly to business prospects in your market.
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Identify companies in your market area and put them into a spreadsheet, database, or mail list management software program.
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Invite them by letter, phone, or both to attend an educational/social event that you will sponsor in the months ahead.
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Encourage them to tell you their most pressing needs in regard to financial services.
To help you achieve this goal with time efficiency, FreeERISA offers a valuable service.
This service is called EIN Finder. EIN Finder will help you cast a "broad net" over a local market area that you define by Zip codes, because it summarizes all small businesses contained in the FreeERISA data base that have an Employee Identification Number (EIN) on file.
In other words, it doesn't matter what type of entity the company is or what type of plan it has. If the company is anywhere in our database and has an EIN on file, you'll find it in EIN Finder.
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Note: All employers, including sole proprietors who hire household help (nannies) are required to have an EIN.
A 20-Minute Mailing List
Now suppose you want to organize a mailing list of companies in your neighborhood, defined by several Zip codes. From the main FreeERISA.com menu, click on "EIN Finder" and then entered those Zip codes separately into "Limit Search to Zip Code."
This will produce lists of companies, each sorted alphabetically. Each list should contain several hundred company names per 10,000 population.
If you are offering any type of business financial service in my neighborhood, this is a valuable list to have.
If you already have a database of companies in your market, why not use EIN Finder to expand it, while making sure addresses are current?
Invite Business Owners to an Event
What can you do with an EIN Finder mail list? One idea is to send a letter to each business and follow it up with a phone call. Invite the business owner or proprietor to attend a breakfast, luncheon or open house at which you will offer educational information about a variety of business services, including retirement plans.
Team up with a CPA, attorney or other professional to share costs and jointly deliver the program. Make it fun and festive – an opportunity for businesses in your area to get better acquainted with each other. Include a postage-paid reply card, inviting business owners to identify their most pressing financial needs.
Since most affluent people don't want to have their unique ID numbers floating around, good prospecting data is getting harder to acquire. But thanks to FreeERISA.com, EINs are freely available to anyone who knows how to find them.
EIN Finder also gives you addresses and many phone numbers attached to those IDs. Use this unique resource to move closer to businesses in your market.
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