It’s Time to Adopt a Successful Sales Plan
Join a sales program guaranteed to expand your client base, increase AUM and make 2017 a huge success.
Two new reports will open the door to new clientele. Designed to generate the urgency that leads to face-to-face meetings with plan decision makers.
Quickly locate “Red Flag” plans that should be Prime Targets for you. These are problem plans with obvious filing errors and fiduciary issues.