Our Terms of Use and Privacy Policy have changed. We think you'll like them better this way.

401k Client Acquisition Formula

  • Broadcast in Business
The 401k Study Group

The 401k Study Group


Follow This Show

If you liked this show, you should follow The 401k Study Group.

Today I chat with Sharon Pivirotto as we discuss the 401k Client Acquistion Workshop: 

Would you like to grow your 401k business but lack sales resources and qualified leads?

It continues to get more difficult to get plan sponsors’ time and attention and compete for new 401k business.

Why do some advisors consistently grow year over year while other advisors struggle to even get a qualified appointment?

The difference isn’t in sales skills or fiduciary status. The difference is hidden inside the tactics and strategies used and the implementation of those strategies.

Sharon along with Stephen Wershing and Jane Murphy have created a new workshop to help Advisors streamline and implement a new age client acquisitoin strategy.

You can find more info here:  www.401kbestpractices.com/401kstudygroup