A consultative approach to prospecting which enables you to identify, engage and close new clients.
Identify - Engage - Close
FDI’s unique and powerful prospecting solutions enable you to differentiate your services for potential new clients.
Identify
5500 Search - Identify a list of prospects that is best suited to your book of business.
Search for single plan sponsor or create custom prospect profile for targeted lists
- Save Searches
- Link to Plan Sponsor LinkedIn Profile
- Import opportunities into your prospect plan list
Engage
Our Plan Profile report enables you to engage the plan sponsor showing how you can improve their plan.
Features include:
- Broad benchmarking report to analyze a prospect’s plan to its peer group
- Enables discussions on plan fees, plan services, investment line-up construction, plan design, and key participant metrics
- Easy-to- create - one-click report generation integrated with 5500 search engine
Close
Close with confidence by demonstrating your fees and services are reasonable
- Fee Checker – an internal tool which validates your fee & service model
- Fee Summary – enables you to demonstrate value with prospects for you proposed services and fees
Fee Summary features include:
- Identifies fee ranges for similar plans
- Considers your additional services provided
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Compare your fee to the custom benchmark group