Solidify existing client relationships.
Bring in new business and increase revenue.
MARKETING 101 is a complete set
of tools to help you market your expertise as
a Professional Plan Consultant. MARKETING 101
tools are designed to help you explain and showcase
the 401k Service Solution to existing plans,
and to market to and bring on new plans.
Prospecting letters in the Marketieng
101 Section include:
1. Vision Letter 1
2. Vision Letter 2
3. Solid Foundation letter 1
4. Solid Foundation letter 2
5. Lead Fiduciary letter 1
6. Lead Fiduciary letter 2
7. Due Diligence letter 1
8. Due Diligence letter 2
9. Adv Investor letter 1
10. Adv Investor letter 2
11. Peak Admin letter 1
12. Peak Admin letter 2
13. Intro letter to existing clients
14. Wake up and smell the coffee invite
15. 401k service solution overview letter
16. Direct mail letter Vision Session
17. ABC Company Disclaimer letter
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