Drive the Conversation: Accelerate Your Sales
Published by
RPAG
on
Cultivating a relationship is time-consuming and expensive, so you need a plan to start when you get in front of a business decision-maker. Ask them provocative questions that they might not have had to answer before. It makes them think about what their retirement plans for their company says about their attitude toward their employees.
- Jamie Hayes, Sr. VP, Retirement
- Tony Greene Sr. VP, Business Development
- Whitney Jones, Retirement Specialist
Jamie has heard potential clients say that they have had a high turnover or are worried about their employees' financial stability. This creates a path for you to ask them what they're doing to help and steer them into the conversations that you want to have with them.
One option is positioning yourself as a subject matter expert and reminding your prospects that the 401(k) is a crucial employee benefit. With RPAG at your disposal, you have plenty of resources to help form a perfect plan for your clients.
Points to bring up to your potential clients: Every plan sponsor has issues with their highly comped employee group because qualified plans both in benefits and retirement don't spin up. So, are they doing everything they can for their precious resource: the highly comped employees? Your clients pay their employees more because they're the engines of their enterprise and the key to long-term growth, so they need to make sure that they can retire successfully, which won't happen with qualified plans. If they don't have their highly comped individuals in a retention plan, that's a problem.
You need to continue providing solutions and inspire your clients to make positive enhancements within their company. You should be their trusted advisor for everything. Go that extra mile with your current clients so they don’t have a reason to leave. To be their trusted advisor, make sure you deliver in these three areas:
- Improve profits and advance their mission.
- Help to recruit and retain talent
- Enhance outcomes that drive success.
Are you looking for more insights? Download the presentation here.
________________________________________
Looking for more information?
Contact the RPAG Support Team at support@rpag.com to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!
