Press Release

New Prospect Drip Content Kit Available for 401k Advisors

Issued by 401kbestpractices.com

July 27, 2022

A New Template Kit For 401k Advisors Who Need Content to Share With Their 401k Plan Sponsor Prospects Is Now Available

Pittsburgh, PA: Sharon Pivirotto, Owner of 401kbestpractices.com has just released a Prospect Drip Content Kit for 401k advisors to use in their prospect pipeline process to keep in contact with their 401k plan prospects, since most plan sponsors are not ready to make a change when they first get introduced.

According to Sharon Pivirotto, “401k Advisors spend a lot of time and resources to get a new 401k lead. Unfortunately (for the advisor), very few plan sponsors are actively interested in making changes to their plan. Since we know the 401k industry has a long sales cycle, it’s important that advisors have a prospect pipeline process that includes regular communication. That’s the purpose of this template kit – to provide content advisors can send to their prospects to continue to build that relationship until the plan sponsor is ready to make a change.”

The Prospect Drip Content kit includes 12 articles, 24 emails, and 7 handouts, with new emails added every month for a year. There are also additional bonuses to help the 401k advisor get new leads and sharpen their prospecting and sales skills.

The Prospect Drip Content complete kit is part of the 401k Business in a Box document library for 401k advisors. Individual kits can be purchased a la cart to accomplish a specific goal, or advisors can subscribe as a 401k Quarterback and access the full library.  The library includes items such as: emails to send to plan sponsor clients and prospects, slide presentations, blog posts, lead generation funnels, fiduciary training for plan sponsors, point of sale brochures, social media graphics, turn-key service and compliance documents, and additional done-for-you documents that can save the advisor time and help them with their marketing and servicing of 401k plans.

For details and to learn more about the Prospect Drip Content Kit and the full 401k Business in a Box Library, visit: 401kbusinessinabox.com

About Sharon Pivirotto:  The 401k Business in a Box was developed by Sharon Pivirotto, a former Edward Jones advisor and 25-year, 401k-industry veteran. Sharon developed the Professional Plan Consultant Designation (PPC) and the 401k Service Solution toolkits back in 2005 (winning a PSCA Signature Award in 2008 for some of her document templates). Both were sold to fi360 in 2013. She now runs the 401kbestpractices.com website full time to help financial advisors looking to specialize in the 401k market find strategies, best practices, and resources that will help them grow a successful and compliant 401k plan practice.

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