401k Rollovers

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Aug 5, 2005 10:02 pm

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 12:34 pm

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

Aug 7, 2005 10:49 am

Hey rollover!

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

Aug 18, 2005 12:39 pm

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