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I'm a retirement specialist and new to BrightScope. How can I prospect 401k plans in my area? Example New York City areas?

Mar 14, 2012 by JOHN from Jamaica, NY in  |  Flag
3 Answers  |  3 Followers
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5 votes
James Holland Level 18

John BrightScope has a number of tools available right from their site which you can utilize to help your marketing effort. Feel free to reach out to discuss in more detail. jamesh@miracenter.com

Comment   |  Flag   |  Mar 22, 2012 from Charlotte, NC

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3 votes

CPA's and TPA's are good ways to get a warm introduction, but you need to work on getting good relationships with them.

Comment   |  Flag   |  Mar 20, 2012 from Birmingham, AL

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John, Contact your plan /401k provider[Fidelity, Nationwide ...]. They have a list of plans in your area that need an advisor or that you can prospect. DC

Comment   |  Flag   |  Mar 14, 2012 from Asbury Park, NJ

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