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WEBINAR

Retirement Plan Prospecting: Discover How Successful Advisors Get in the Door

Effective prospecting for retirement plans isn’t difficult — but it can’t be approached as a one-time project. It must be part of an advisor’s standard business practice. Even so, why do some advisors excel at prospecting while others find their efforts fall short? What are the secrets of successful retirement plan advisors?

Learn simple strategies for:

  • Identifying prospects — the best candidates are probably right in front of you.
  • Establishing contact — your initial conversation is no time to sell; you need to show how you can help the prospect. We offer two proven strategies.
  • Getting started — learn how American Funds can help you succeed.

Date
Tuesday, Aug. 11, 2015
Duration
45 minutes

Featured Speakers

Kevin Easley
Kevin Easley Regional Vice President
Michael Bockstie
Michael Bockstie Senior Vice President

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. 

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not to be comprehensive or to provide advice.