Posts tagged ‘horizontal cold calling’

Hello — would you like to buy a 401(k) plan?



I’m sure you’ve never opened up a cold call this way (right?). I’ve yet to meet someone who sold a retirement plan over the phone. The goal of your call isn’t to sell a plan; it’s to get a meeting. Last week we talked about the first step to making cold calling a little…

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Cold calling doesn’t have to be so cold



If you’ve spent the last six months cold calling a list with over 1,000 names pulled from a database (i.e. all benefit plans with $X in assets, $X participants, in the state of Y) – we should talk.   You’re vertical cold calling – moving down a list, using the same pitch, maybe with…

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