Are you involved in setting new goals for the next year? If so, here is a three-part goal you may want to consider for reaching out broadly to business prospects in your market.
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Identify companies in your market area and put them into a spreadsheet, database, or mail list management software program.
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Invite them by letter, phone, or both to attend an educational/social event that you will sponsor in the months ahead.
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Encourage them to tell you their most pressing needs in regard to financial services.
To help you achieve this goal with time efficiency, FreeERISA offers a valuable service.
This service is called EIN Finder. EIN Finder will help you cast a "broad net" over a local market area that you define by Zip codes, because it summarizes all small businesses contained in the FreeERISA data base that have an Employee Identification Number (EIN) on file.
In other words, it doesn't matter what type of entity the company is or what type of plan it has. If the company is anywhere in our database and has an EIN on file, you'll find it in EIN Finder.
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