401(k) Specialist Issue 1 - 2021 - 42

401(k) CLIENT CONNECTION
10 Ideas to Supercharge Your Retirement
Plan Marketing
By Rebecca Hourihan, AIF, PPC
IF YOUR BUSINESS is looking to increase its
prospecting efforts, gain new clients, receive
more inbound referrals and/or keep more existing
business, then this article is for you. Here
are 10 ideas designed to help you enhance
your digital presence, earn more business and
strengthen important relationships.
Are you ready?
1
Clean up your contact list.
Your contact list is one of your
most important business-building
assets. These people
represent your pipeline; they are your
potential buyers and referral sources, so treat
this list with respect. First, download and
review the information. Look for any typos,
misspellings or other inaccuracies. Here are a
few common things to look out for: case
errors (john) or misspellings (Jon) or other
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401(k) Specialist Issue 1 - 2021

Table of Contents for the Digital Edition of 401(k) Specialist Issue 1 - 2021

Table of Contents
401(k) Specialist Issue 1 - 2021 - Cover1
401(k) Specialist Issue 1 - 2021 - Table of Contents
401(k) Specialist Issue 1 - 2021 - 1
401(k) Specialist Issue 1 - 2021 - 2
401(k) Specialist Issue 1 - 2021 - 3
401(k) Specialist Issue 1 - 2021 - 4
401(k) Specialist Issue 1 - 2021 - 5
401(k) Specialist Issue 1 - 2021 - 6
401(k) Specialist Issue 1 - 2021 - 7
401(k) Specialist Issue 1 - 2021 - 8
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401(k) Specialist Issue 1 - 2021 - 41
401(k) Specialist Issue 1 - 2021 - 42
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401(k) Specialist Issue 1 - 2021 - 44
401(k) Specialist Issue 1 - 2021 - 45
401(k) Specialist Issue 1 - 2021 - 46
401(k) Specialist Issue 1 - 2021 - Cover3
401(k) Specialist Issue 1 - 2021 - Cover4
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