January 2020
No matter how good your income distribution strategy and software may be, marketing your services is a critical first step to getting new clients in the door. You’ve likely come to find how positive the typical client or prospect response to your time-segmented income plan proposals are, but how are other IncomeConductor users getting those prospects interested and meetings booked?
In our first roundtable of the new year, we’ll be welcoming three advisors as guest presenters. These advisors have embraced retirement income as a key component of their practice and have been successfully building their books by providing a high level of service to retirees. The guest speakers all have very different approaches to marketing, so you will likely find at least one style that may work for you.