401(k) Sales Boot Camp 🔥 Thursday, March 26

Take Your 401(k) Prospecting to the Next Level

Thursday, March 26th – 11.00 AM to 11.30 AM PST

What 401(k) prospecting strategies really work the best?

If you’re tired of chasing unqualified opportunities and want a more reliable way to grow your 401(k) business, this 401(k) Sales Boot Camp webinar is for you.

In this practical, sales-focused session, we’ll break down proven prospecting strategies used by successful advisors to uncover opportunities, engage the right prospects, and increase profitability—without reinventing your entire process. Here’s what you’ll gain:

• How to data-mine your existing book for immediate opportunities
• Smart ways to identify companies in your local market
• When to use direct marketing vs. centers of influence
• How to craft a value proposition prospects actually care about
• Strategies for winning larger plans and increasing long-term profitability
• Simple next steps to keep momentum going after the meeting

Questions? Contact Jim Moore, Vice President of Retirement Services, at (949) 225-7145 or jmoore@cpsbenefits.com.