Mike Wesson of Acuff & Associates has shared the fact finder document he provides to the Advisors with whom he works. It is a simple two page piece with questions and suggestions outlined for an Advisor to easily use when out prospecting on their own.
A Retirement Plan Evaluation Tool for gathering relevant plan data to assist you with your review of the plan.
Benefits Plans Plus, LLC submitted an edited version of the original worksheet, updating it to more closely meet their needs. Take a peek, you may find this version to be more applicable to your business.
The Prospect Assessment Tool provides a scoring system that combines six different elements of a prospect’s value to determine an overall quality of a lead by establishing a Prospect Assessment Score.
This worksheet was developed to assist with your decision in adding a dedicated sales position to your staff.
A key part of the retirement plan sales process is developing an effective sales pitch that displays your capabilities, demonstrates your client focus and differentiates your services from the competition. This guideline can help you assess the services you bring to the equation, and understand some key points plan sponsors are looking for.