{ "media_type": "text", "post_content": "For those who cold call on 401k plans, what is your approach?", "post_id": "5d4ebc1b3078a4002180e1b5", "reply_count": 3, "vote_count": 3, "bowl_id": "59d8e13f4d57b200118168ef", "bowl_name": "Retirement Plan Advisors", "feed_type": "bowl" }

For those who cold call on 401k plans, what is your approach?

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Probably the least productive thing I have ever done. After much frustration, I stopped doing it and only prospected existing clients that are business owners for their plans.

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It’s a numbers game. Make 100-150 a day to get good. I’m not an expert, but working on my craft.

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CG - Would you mind sharing your cold call process? From research to approach to what you’re saying and follow ups. I could direct message you if you prefer.

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How do you guys invest your money? Max 401K?

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Sometimes I question why I'm working and think about what I'm gonna be like when I retire if keeping doing this....#randomthoughts

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At what age are you planning to retire?

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What is your 401k setup? Firm match, % into pre-tax, % into Roth, % after-tax contribution, etc.

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Anyone else ready to retire?

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What age are you looking to retire?

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How much do you contribute to your 401k?

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What's the split between traditional and Roth 401K that you are using?

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With your current salary and expenses, how much are you saving monthly (not 401k)?

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Offered an industry job. 15% more,15% year end bonus, 401k matching. 100% Work From Home. 0% travel. Never have to worry about utilization again. Am on bench, idk for how long, jump at the chance?

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How many of you max out all tax-advantaged space, i.e. 401K, Roth, and HSA, and is it doable to live on what's left?

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Excluding 401k, how much savings have you accrued since starting work (and when did you start)?

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New posts and

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Still not seeing location in the post window when turning it off.

How does this sound?

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Beyond 2 lines the text in each post card is cut off. I wonder how many lines in the comment section?

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This is looking great!

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A mgr and I were waiting for a partner to jump on a 9am call that I set up at the partner’s request. Partner was late and the mgr was very irked. She wasn’t on mute and was ranting (cont.)

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My mom just lost her job. I now know where my promotion and bonus money are going. I've never been so grateful of having such a decently paying job.

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What % of the time do you travel for project work?

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