For those of you using Social Security workshops as a way of getting prospects to your office, I’m curious how you’re handling the next step.
I’m a brand-new Income Lab user. My current process is to run Social Security educational workshops, then invite prospects in my office for a complimentary review (using another software program) to identify their optimal filing strategy…their “Social Security sweet spot.” That part works well.
Where I’m looking for ideas is what happens after that. Once you’ve helped someone optimize their Social Security, how are you using Income Lab to transition into a broader retirement income distribution planning conversation? Specifically, how are you presenting Income Lab so it naturally opens the door to deeper planning work?
Would love to hear how others are structuring that handoff. Thank you!!