Engage & Convert Prospects
Active 401k is an innovative prospecting technology created by a
CFP® exclusively for RIAs seeking growth.
Watch the video to learn how 10X growth is possible.
Active 401k grows your book of business by -
1. Efficiently engaging with new plan sponsors and wealth management clients.
2. Offering a simple, no risk service to encourage prospects to engage with your firm.
3. Providing quarterly retirement plan advice to participants/prospects (even if they already have a plan advisor) that's automated, non-discretionary, and best of all can be monetized to create new revenue streams.
4. Positioning your firm to upsell additional services while insulating them from the competition.
5. Increasing your prospect to client conversion ratio.
6. Building the valuation of your firm.
7. Build a pipeline of managed accounts to be harvested and nurtured at the right milestones.
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