|
 |
Qualified Assets/Pensions Always a good idea to know what is coming just around the corner. It's even better when you are helping to direct those funds today!
Know where all your clients' retirement funds are and how they are invested. Steve always advocated helping clients select their investments in their 401k and other retirement plans to coincide with the overall investment plan/asset allocation strategy. This value added service, although not compensated, will help weld the bond between you and your client (and their future rollovers) In addition, Peter says it has led to other business as his clients refer other business to him based on his helping direct these outside plans.
Distinction Number Eleven - Brokers*ACT gives you the ability to quickly review your client's outside/active 401k and other retirement plans. By planting the seeds early, you increase your chances of maintaining the relationship with the current assets as well as the future assets. With that kind of service, why would the client even think of going elsewhere? Are you currently helping your clients direct their outside/active 401k and other retirement plans? If not, then why not? Now you can!!!
View Full Screen - Three Layouts to Choose From