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Prospect Pipeline Appointment Service

Advisors use the Prospect Pipeline Appointment Service to take care of the legwork and logistics of targeting, setting, and confirming qualified meetings with plan sponsors. Advisors focus on sales meeting preparation (with critical information required for persuasive interaction with sponsors), and ultimately closing business.

This powerful, effective and customized cold-calling service sets appointments that are exclusive to each advisor. Participants receive 'inside' knowledge of sponsors' current plan and specific areas of plan dissatisfaction or opportunity prior to the appointment.

401kExchange provides the appointment and market intelligence. Advisors close the deal.

Benefits of this program:

We cold call so you can spend your time selling.
Appointments are set within geographic and plan size parameters of your choice.
Specific time/day appointments pre-set and confirmed twice by our staff.
All appointments are exclusive to one Retirement Advisor.
Participating Advisors receive "inside" knowledge of sponsor's current plan and specific areas of plan dissatisfaction or opportunity prior to the appointment date.
We create opportunities for you to cross-sell ancillary products.
We provide the opportunity, the time and date. You bring your expertise and salesmanship.

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To subscribe or to receive more information, Register Now or please call toll-free 1-877-777-401K or e-mail AdvisorSupport@401kExchange.com.