To achieve success in the small retirement plan market, one of your major prospecting challenges is to identify plan decision-makers.
In fact, two of the most basic rules for success in this market are: 1) Identify and meet the decision-makers; and 2) Identify and document needs.
FreeERISA.com can help you identify key decision-makers for purposes of your initial prospecting calls. It also can indicate other decision-makers whom you may meet down the road, such as when you gather data for a Request for Proposal (RFP) or present your proposal and recommendations.
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