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The Road to Higher Assets Under Management, One Conversation at a Time

Engaging with plan participants at key milestones along their journey to retirement is vital to acquiring new clients, retaining their business, and growing their assets. Yet finding the time for meaningful engagement with plan sponsors and participants can be a time-consuming and frustrating effort – one that often involves a vexing process of back and forth emails and phone calls, just to schedule an appointment. But there’s a better way.

Online appointment scheduling can increase meeting bookings by up to 30% and generate show rates as high as 90%. More importantly, it ensures that every meeting is highly productive and that both the rep and the client arrive prepared with all the necessary information and documentation to achieve their goals.

Download our eBook to discover how forward-thinking plan providers can deliver a more streamlined and secure scheduling experience, while improving client satisfaction.

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