For financial advisors, a successful first meeting with a plan sponsor may seem to be hit or miss. However, by developing a repeatable, successful method, you can create clarity and assurance for the plan sponsor, while increasing your close ratio.
Your database is one of the most valuable assets your business has. If you have up-to-date and correct data, your marketing campaigns will have a far greater success.
When the 401(k) retirement plan was born in 1981, it was originally designed as a way for employees to defer extra savings or bonus money on a pre-tax basis. Today, the 401(k) has eclipsed the traditional defined benefit (DB) plan to become the primary vehicle for financing retirement in America.