Building revenue: leverage 401(k) for new and repeat business

Whether you are looking to diversify, solidify or amplify your business, building robust scalable revenue streams is crucial. 401(k) plans can be the path to adding new or increasing existing business. This webinar explains how to leverage 401(k) plans to boost revenue and provide added value to your clients.

We’ll explore how to position tech-forward 401(k) plans, how to highlight their value to your clients, how that creates new business opportunities and how the Human Interest platform is designed to make that scalable and intuitive.

In this session, we’ll cover:

• Match 401(k) solutions to client needs and become a trusted resource.

• What to listen for in client conversations to uncover opportunities.

• Key questions to ask to create meaningful discussions and uncover new opportunities.

• How to position Human Interest to clients and prospects, whether you're already partnered or exploring partnership options.

Join us to explore how a 401(k) partnership can fuel new business growth and strengthen relationships with existing clients!