Join Us by Chuck Hammond

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Slide Notes

The lone Wholesaler does not scale. She can only make so many in-person visits. She can only have the internal make so many phone calls per day.

Is there a different way to reach Advisors?

Join Us

Published on Nov 20, 2015

There are many approaches to garner the attention of Financial Advisors. However in the days or media bombardment and mutli-tasking there is a better way. There is a way that is anticipated, appreciated and scalable. That is the platform we have built at The 401k Study Group®.

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PRESENTATION OUTLINE

HOW DO YOU REACH MORE ADVISORS

The lone Wholesaler does not scale. She can only make so many in-person visits. She can only have the internal make so many phone calls per day.

Is there a different way to reach Advisors?

Photo by Salvador Moreira

YOU CAN MAKE MORE CALLS

Beating the drum louder won't always garner more attention.

Photo by Justin in SD

OR SEND MORE EMAIL

Advisors love their in-boxes stuffed with "we will be in the area" emails.

Photo by bengrey

OR DROP BY UNANNOUNCED

The drive-by drop in is also not the most effective use of your time, is it?

Photo by .aditya.

OR YOU COULD TRY SOMETHING NEW

Nothing will ever replace face-to-face meetings. Getting noticed for the right reasons is important. The Advisor experience from start to finish is where you need to focus.

Photo by anieto2k

SOMETHING SCALABLE

You and you alone make the visits, eat the lunches and drink the coffee. But wouldn't you like to be able to inform and educate Advisors about what makes you remarkable in a manner that scales?

Photo by henna lion