Blog 3 Columns

Our client recently launched his RIA business in the suburbs of Chicago. He is determined to grow by prospecting as much as possible and using every opportunity to approach various plan sponsors. He had scheduled a meeting with a prospect and wanted to use that meeting as a pretext to get meetings with other prospects in the immediate area. He reached out to us for guidance on how to accomplish his plan

What can be done? How can an advisor get in touch with the right people and be more successful in contacting a plan sponsor?