They say you're judged by the company you keep... We certainly hope so.
Whether you’re an Emerging or Specialist 401(k) Advisor, getting to the next level is not about doing more. Our coaching and programs inject the processes you'll need to breakthrough your current success levels.
Andy explains what a 401(k)Champion is here:
I'm Andy, Managing Partner of 401kChampions.com. My philosophy is not about reinventing, it's about adding process and optimizing around the success you've already had.
If you're $1M plus producer, you know how to sell and serve 401(k) plans but you lack critical processes to create efficiency and maximum momentum.
We developed The 401(k) Playbook to help you quickly identify and inject the processes you'll need to smash through your current success level.
Congratulations on your success. Let's go! Let's smash through!
P.S. If you're wondering where to start, start by identifying which pillar is creating the greatest headwind for your business?:
- Your Lead Generation
- Your Service Model
- Your Growth Map
One of these three pillars is causing a major headwind so you'll want to apply process to that specific area/pillar.
Reach out if you would like access to a free assessment, The 401(k) Advisor Pillars Assessment.
"It's a competitive market. The 401(k) Advisor Playbook has given us everything we need to position and differentiate our services at point of sale. It works, we win more plans!" Joe - Advisor to 100+ Plans
"Their coaching is insightful and very helpful in streamlining my processes, and differentiating myself from the herd out there.." Jason - Advisor to 30+ Plans
"Wow, this is really powerful! Sorry it has taken me 30 years to find. Thank you for your leadership and knowledge in helping guys like me get their stuff together! Here is to the next 30!" David - Advisor to 70+ Plans
"I can say that while my presentation was pretty sweet before, you guys were great in helping me identify the ongoing process and helped to seal the deal on my recent big win. We actually “officially” start today with that $32M plan". Kyle - Advisor to 30+ Plans
"Seriously guys, that was great. A lot of Advisors called to tell me “gosh, I had to log off 20 minutes early... It was so good and I want to finish it". I mean, seriously, you guys, that was awesome". Broker Dealer Training
Just landed a plan with 150+ employees using your Positioning Presentation... got the email with the green light on Friday and paperwork this morning! Al - Advisor to 15+ Plans
"You guys helped me seal the deal on my recent big win. We “officially” start today with that $32M plan."
"Using your processes, I've built a book of 125 plans with hundreds of millions in AUM.."
"I can’t be more impressed with the work they have done for my 401(k) business over the last 6 months..."
"Just landed a plan with 150+ employees using your Positioning Presentation. Got the email with the green light on Friday and paperwork this morning! "
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