401kExperts 026: 401k Prospecting and Conversion Tips

Ask the 401k Experts

Episode #26 – 401k Prospecting and Conversion Tips

How do you get in front of more 401k prospects? What’s the best marketing strategy to use? And how do you convert those prospects to clients?

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a few strategies on common marketing methods that work, the key to success in marketing, and tips to convert those prospects to clients.

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Mentioned in this episode:

• The Free 3-Part Training Titled: The Secrets to Closing More Business and Scaling Your 401k Practice << go there to access the workbook, free templates, downloads, and more…
• The 401k Business in a Box Template Library – and the 401k Quarterback Option

Read the article version of this topic here.
Or watch the YouTube Video here (coming soon).

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Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.