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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.
Rebecca discusses:
- 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
Related: Peeling Back the Onion of Social Security and Retirement Income Planning