The 401k Playbook

From Cold Prospecting To Referrals - How To Grow


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It can be extremely difficult to grow your 401k book of business. Every advisor knows what it feels like to spend hours cold calling and cold emailing only to have nothing to show for it.

The dream for every advisor, in 401ks or otherwise, is to grow their business by getting referrals. But how do you get referrals? Do you need a system? Do you need to ask for them? In this episode, Grant talks about how his business evolved its growth strategy from cold prospecting to referral-based growth. It's not what you think, but it might help you refine your growth and referral process you try to grow your business.

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The 401k PlaybookBy Grant Ellis

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