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Prospecting, Selling and Servicing 401(k) Plans
- The Most Honest Book, What I've Learned Over 25 Years
- Narrated by: Adam San Juan
- Length: 2 hrs and 58 mins
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Prospecting, Selling and Servicing 401(k) Plans
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Publisher's summary
Explore the definitive resource for dominating the 401(k) market with Adam J. San Juan's guide, "The Most Honest Book on Prospecting, Selling, and Servicing 401(k) Plans: What I’ve Learned Over 25 Years." With decades of experience, Adam equips financial advisors with essential tools and strategies to excel in this competitive field.
What You’ll Learn:- Prospecting: Master techniques to identify and engage potential clients, build a robust pipeline, and use public databases effectively to secure new 401(k) clients.- Selling: Learn to pinpoint and address plan sponsors' pain points, present your value, and close deals, positioning yourself as a knowledgeable advisor.- Servicing: Implement best practices to maintain and grow client relationships, ensure compliance, and provide value that retains and satisfies clients.
Key Features:- Real-World Examples: Learn from case studies demonstrating successful strategies.- Practical Tools: Utilize resources like the “401(k) Plan Compensation Calculator” to streamline processes and boost effectiveness.- Expert Advice: Draw on Adam’s extensive knowledge and straightforward advice to simplify the complexities of the 401(k) market.
Why This Book?- Comprehensive Coverage: Addressing everything from prospecting to servicing, this book is a complete resource for financial advisors.- Actionable Insights: Each chapter delivers practical tips and strategies for immediate implementation to enhance your practice.- Inspirational Stories: Be motivated by Adam’s journey and the lessons from his 25-year career, encouraging you to reach your potential in the 401(k) industry.
Ideal for both seasoned advisors and newcomers, "The Most Honest Book on Prospecting, Selling, and Servicing 401(k) Plans" is the key to excelling in the 401(k) market. Embark on your path to success with guidance from a leading industry expert.
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