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Apr 13, 2009 1:34 pm

Clients just faxed over a list of names(50-60) of people at his company who are retiring(buy-out) next month. I have the direct phone(and home addresses also). How would you go about approaching this list.

  I am thinking about just calling and offerring a retirement plan review. Any better ideas?
Apr 13, 2009 10:04 pm

I would be upfront.  If you can, mention that your client referred you to them and simply ask if they had any questions about their upcoming retirement.  Explain that you have helped others from that company and that you are very familiar with their situation.  Then ask to meet for coffee.  Get the face-to-face and you’re golden.

Apr 14, 2009 1:35 pm

Why don’t you see if you can host a happy hour one night.  Chances are that those clients of yours know those buyout people.  A bar tab might be a fair trade for some juicy rollovers.  And if they’re getting bought out, they might want to celebrate anyway.  If  you can get your clients to invite their friends who are also getting bought out it would be a nice way to get some contacts with those folks in a casual atmosphere. 

Apr 14, 2009 1:45 pm

My client only know 2 of them, the rest he got from listening to the gossip and through emails sent out.

  So 48 of these will be cold... How about doing a dinner/lunch in the area for these people?
Apr 14, 2009 2:14 pm

Phone invite them to a specialized workshop focused solely on their companies retirement plan, options, and rollovers.  The more customized the workshop, the more likely they will attend.