401(k) and Qualified Plans
Identifying potential prospects that can benefit from your services is essential, but conducting that research often requires sacrificing time with current clients.
The PT Services Group will help you to identify these opportunities and provide you with the business intelligence that you need to initiate a conversation about your services and how you can help them. The business intelligence report for a 401(k) and Qualified Plans prospect will prepare you to engage that prospect by telling you:
- Decision maker name and title, company name, address
- Qualified plan currently in place, length of time with that company
- Advisor, length of time with that advisor
- TPA, length of time with that TPA
- Total employees, eligible employees, participating employees
- Areas they would like to improve
- Decision-making process
This intelligence, combined with specialized sales coaching, optimizes your opportunity to create a pipeline for lead generation and sales.