Colding Call Question for the Old Timers
What to send?Depends on the prospect's interest. Everything from generic "how to" info to reasearch reports. I also use email to send bond offerings with a PDF attachment. The PDF has all the required legaleze and disclaimers, so no worries. These are sent to prospects with their permission.
You should check out Acceleration Retirement. They don’t charge you a bunch of money up front like many of the others and you only charged when you are able to have a quality interaction and tell your story. These guys are experts in the 401k sales arena. They can help in other areas of your business too. They are different and can definitely help your organization grow. All you need to do is know how to sell and sounds like you got that part covered.
Give them a call and see for yourself.
Bond Guy, how are would you go about going after prospects on the DNC?[/quote] Advertise-let them contact me.
I apologize if that came across as unprofessional…I was really just trying to help!