Here's a helpful guide for advisors on how to successfully prospect and sell employee benefit plans. Content includes:

1. Overview of Sales Cycle
2. Prospecting Methods
3. Cold Calling
4. Door Knocking (when available)
5. Email & Linkedin
6. Direct Mail
7. Networking
8. Referrals
9. The First Meeting
10. Proposal
11. Closing Process
12. After The Sale
13. Ongoing Service
14. First Renewal
15. Tips for Continued Success

If you have questions or comments, feel free to contact Vince Principato.