401(k) Prospecting Efficiency

401(k) Rekon Session Spotlight

With the various public databases available to you today, it is possible to have too much data when prospecting for 401(k) plans. Prospecting shouldn't be blurry, it should be clear. This presentation will focus on how to efficiently prospect your local 401(k) opportunities with specificity and purpose.



Cleveland, OH 401(k) Advisor Symposium


Thursday, April 20, 2017


8:30 AM - 12:30 PM

Adam San Juan

Regional Sales Director

Session Content Partner

*The contents of this page are not representative of the session content partner company. This page is a separate entity provided by Rekon Intelligence for advisor awareness purposes only.