I’m finally taking steps to move from a service role into production. Nervous but excited. 401k plan background, so I plan to approach this market as a 401k specialist advisor. Best prospecting tips?

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@Nationwide, what does "used right" mean?

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Understanding the importance of leveraging connections, not accepting any and everybody. When people accept every request their true connections that can be leveraged become diluted.

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Find a niche that you find is under-serviced and target them (ie non-profits). Tailor your marketing and prospecting to that group

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LinkedIn used right can be extremely powerful. Too many people skip over the basics and try to make it complicated.

Any tips further on linked in?

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I would prospect small to midsize business that don’t have a benefit plan yet but have the ability to start one and start their or if you find businesses that do ask them if you can offer a free 401k evaluation and then show them how you can offer them a better return for their employees and help their business overall

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