The COVID-19 Pandemic changed the way that advisors generate leads and close new business. New tools and technologies have streamlined many of the fundamental building blocks of the sales process such as 5500 searches and contact information gathering. However, these tools have also made it easier for everyone to send emails, causing an overload of emails in everyone’s inboxes.
In this webinar, we will provide you with best practices on how to use the latest and greatest tech, while also showing you how to make your emails and outreach stand out from the crowd.
In this webinar, you’ll learn:
• How to create a targeted prospecting list
• Pre-meeting due diligence for individual prospects
• The secret to getting plan data
• Conducting a successful first meeting
• How RPAG can help you!
Join us on Thursday, June 24th at 10:00 a.m. PT / 1:00 p.m. ET for a 45-minute webinar that will give you unrivaled retirement plan prospecting strategies!
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This webinar is designed for advisors who are considering joining RPAG. If you are already an RPAG member, you can email support@rpag.com or call 949-305-3859 to learn more.
