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Industry Insight from Fred Barstein
Wholesaling Due for Change
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WHOLESALING FINANCIAL
SERVICES products to financial advisors has
not changed appreciably in the past 30 years.
It’s hard to think of an industry, product, service,
or even a process that has been as dormant over that same
time period.
Though many industry experts and even wholesalers have been
predicting change, perhaps the recent market downturn will
finally have an impact.
As price pressure...
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Upcoming Event
Fifth Annual DCP Institute
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AS THE
RESPONSIBILITY for retirement security shifts from
government and corporations into the era of “personal
responsibility”, experienced and trained advisors are
increasingly becoming the key lynchpins in retirement
success for millions of Americans.
Successful
advisors that minimize corporate costs, work, and liability
and have...
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From
Last Week's Exchange
Three Pillars of a Practice
Management System
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SUCCESS IS NOT
an accident or the result of luck.
An advisor can make a few good sales or even land
that big proverbial fish that pays an enormous amount of
money, but no one would categorize that as a successful
business. The
really good retirement advisors have a business plan and
create a platform upon which to execute.
The last two years have
proven how crucial it is to have a solid business...
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Prospect Pipeline APPOINTMENTS
Over $41 Million in 401(k) Set
Appointments Available!
Appointments are currently available for
sale with Plan Sponsors who want to meet
face to face on a specific date and
time. All appointments listed in the
Weekly Exchange are subject to, but not
limited to assignment, rescheduling or
cancellation. These appointments are
listed and available on a
first-come-first-serve basis. These
Leads are exclusive to one advisor for
one full year. For more information,
contact your Account Executive at
1-877-777-401k (4015) or contact Melissa
Nixon, ext. 3308 or
mnixon@401kexchange.com.
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Lead #
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Area Code
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State
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Assets
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Appt. Date
|
Appt Time
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1 |
707 |
CA |
$300,000 |
12/2/09 |
9:00am |
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2 |
530 |
CA |
$800,000 |
12/17/09 |
2:00pm |
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3 |
386 |
FL |
$1,500,000 |
12/10/09 |
9:00am |
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4 |
618 |
IL |
$400,000 |
12/3/09 |
10:00am |
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5 |
260 |
IN |
$650,000 |
12/10/09 |
2:30pm |
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6 |
508 |
MA |
$350,000 |
11/24/09 |
9:00am |
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7 |
989 |
MI |
$600,000 |
12/1/09 |
10:00am |
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8 |
989 |
MI |
$700,000 |
12/9/09 |
10:00am |
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9 |
651 |
MN |
* |
11/24/09 |
1:30pm |
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10 |
314 |
MO |
$3,500,000 |
12/29/09 |
2:00pm |
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11 |
828 |
NC |
$700,000 |
11/23/09 |
3:00pm |
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12 |
910 |
NC |
$600,000 |
12/2/09 |
10:00am |
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13 |
336 |
NC |
* |
12/7/09 |
2:00pm |
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14 |
919 |
NC |
$300,000 |
12/16/09 |
10:00am |
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15 |
402 |
NE |
$750,000 |
11/30/09 |
10:00am |
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16 |
702 |
NV |
$500,000 |
11/30/09 |
9:30am |
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17 |
570 |
PA |
$1,000,000 |
12/2/09 |
2:30pm |
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18 |
814 |
PA |
$1,000,000 |
12/21/09 |
11:00am |
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19 |
605 |
SD |
$1,500,000 |
12/9/09 |
1:00pm |
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20 |
901 |
TN |
$300,000 |
11/23/09 |
9:00am |
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21 |
423 |
TN |
$1,500,000 |
11/24/09 |
3:30pm |
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22 |
731 |
TN |
$900,000 |
11/30/09 |
2:00pm |
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23 |
901 |
TN |
$450,000 |
12/10/09 |
10:30am |
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24 |
540 |
VA |
$500,000 |
1/14/10 |
2:00pm |
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25 |
425 |
WA |
$1,200,000 |
11/24/09 |
10:30am |
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26 |
920 |
WI |
$300,000 |
12/9/09 |
2:00pm |
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27 |
304 |
WV |
$800,000 |
12/3/09 |
10:00am |
* More information will be provided
when you speak with a 401kExchange
representative. |
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