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.
How are you currently tracking retirement plan leads and opportunities?
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.
ForceManager 5500, the first Sales Enablement tool to combine plan data intelligence with a robust CRM