What is the cost for an accepted 401K lead?
What is considered an accepted lead?
An accepted lead is one in which the advisor has met with the prospect and determines there exists genuine interest on behalf of the prospect, and the prospective plan meets agreed-upon criteria.
Does Prospectorworks provide marketing support?
Yes, through email campaigns, mass mailings, SEO promotion, etc.
Does Prospectorworks provide CRM? If so, is the CRM interactive?
Yes, to both questions.
What, if any, are the upfront costs to partner with prospectorworks?
A licensing fee of $99.00 per month that establishes and maintains an exclusive working territory for the advisor, along with an extensive database of prospects and a professional team of business development specialists. Cancel any time.