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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