Generating business is a struggle for many new retirement plan advisors. Where do you start? How do you prospect? How do you market?
In this episode, Rebecca Hourihan shares tips and tricks for creating a prospecting list and reveals how to use that list to generate business opportunities. She discusses hidden strategies and how turning LinkedIn connections into contacts can help you gain more clients.
- How to create your prospect list
- How to turn LinkedIn connections into a contact
- Why you should scrub your list at the end of each year
- Tips to extend your reach through social media
- And more