Skip navigation
Menu
Search Forums
The Advisor ForumsProspecting, Marketing and Selling

401k Rollovers

or Register to post new content in the forum

4 RepliesJump to last post

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Aug 6, 2005 2:02 am

anonymous

Joined: 2005-09-29Offline

With babyboomers reaching retirement age, it seems that 401k rollovers
should be a good chunk of an FA’s book in the next couple of years. My
question is what is the most effective way to reach out to this class
of potential clients? Is a direct mailing list available that is
targeted to this group of people?  Any good ideas out there? Thanks

Aug 6, 2005 4:34 pm

Starka

Joined: 2004-12-01Offline

Offer to conduct an informational seminar.  Talk to HR people and union officers.

Aug 7, 2005 2:49 pm

menotellname

Joined: 2004-12-01Offline

Hey rollover!

How about changing your website to:  www.roll-aides.com

Aug 18, 2005 4:39 pm

anonymous

Joined: 2005-09-29Offline

Aside from networking and referrals, seminars would be the way to go. Starka is right on.