How are you currently tracking retirement plan leads and opportunities?
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HRBenefits is one of the most reputable independent employee benefits consulting firms across the United States.
The ForceManager 5500 mobile app is Uber for retirement plan prospecting.
MilleniuM Investment & Retirement Advisors (MIRA) is a Registered Investment Advisory firm catering to qualified plans around the United States.
In this guide, we will see an easy example in which we connect ForceManager with Slack.
Via Google Sheets and Zapier you can easily setup a process that will allow you to fill a spreadsheet when a new account is added to ForceManager.
Via HubSpot and Zapier you can easily create your form and stick it to ForceManager, to skip the process of inserting manually those leads into the CRM.
When it comes to tracking leads and opportunities, we’ve noticed a trend among the advisors we serve.
There’s never been an easy solution for TPAs to track leads, manage their prospecting activity and streamline the sales process. Until now.
Chuck Hammond, Chief Digital Officer and Co-Founder at The 401(k) Study Group® discusses the importance of relationships to stay competitive in the 401(k) space in 2021.