These people responded to the ad for the booklet "Six Best & Worst IRA Rollover Decisions." (ProspectMatch IRA Rollover to see the ad.) These respondents are typically people on the cusp of retirement (or changing jobs) and are the most coveted prospects by financial advisors. These prospects are concerned about rollover issues and have "money in motion." All you do is send the booklet , and then follow up with the prospect by phone per the instructions we provide you.
Because these prospects will have already received your booklet, you will find the call a warm call. (People tend to give credibility to items in writing and the professionals who supply them). You will be treated as an expert and not as a salesperson when you follow our instructions that you receive when you register for the ProspectMatch service.
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