How to use ForceManager 5500 and LinkedIn to reach plan sponsors directly
When it comes to tracking leads and opportunities, we’ve noticed a trend among the advisors we serve.
ForceManager 5500
Five ways ForceManager 5500 helps TPAs grow their business
There’s never been an easy solution for TPAs to track leads, manage their prospecting activity and streamline the sales process. Until now.
How 401(k) advisors can use ForceManager 5500 to streamline their sales and marketing
How are you currently tracking retirement plan leads and opportunities?
ForceManager 5500, Get Ready for the Recovery
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 and ERISApedia launch ForceManager 5500
ForceManager 5500, the first Sales Enablement tool to combine plan data intelligence with a robust CRM