I've started to do some 401k business (really by accident) and have found I like it (at least so far).
I'm still new enough where I have to aggressively cold call, so I pick through Larkspur, find plans with plan YE in the next few months and give them a call.
It seems like something I could standardize and work aggressively - then network up and nab the business owner's $.
QUESTION: Does anyone have a consistent, repeatable model for pushing these through the pipeline?
QUESTION: What are your favorite vendors?
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