Chris and Andy's Past/Current Clients Include Fund Companies, Recordkeepers, Broker Dealers, Advisors, TPAs, and Insurance Companies:
A must read for all Advisors looking to build a 401(k) business. Updated for 2021 selling environment.
you'll have at least one 401(k) conversation come up, even if you don't actively prospect for 401(k) plans. So when your phone rings, or a client walks in your office, it's been months since the last time you touched a 401(k) plan. Give yourself the tools 401(k) specialists use to efficiently win and serve your next 401(k) opportunity.
Author of 401(k) Sales Champion, Advisor Coach, and Resource to Recordkeepers and DCIO Firms
Close An Opportunity Section 1 Overview
Find 401(k) Plan Opportunities Section 2 Overview
Prepare A Sales Presentation Section 3 Overview
Deliver 401(k) Service Activities Section 5 Overview
Use 401kGrabNGo.com for free for 6 days - watch the videos, download the e-tools. If it's not what you need, simply send us an email letting us know you want to cancel your membership. We think you'll be glad you did. Click on the green button below to get access today.
Via a Private LinkedIn Group, Chris and Andy share processes and tactics proven to grow your practice.
You’ll diagnose the hidden marketing and sales obstacles holding you back, and get to interact with other Advisors as you apply tightly-constructed action plans designed to accelerate your results.
Join The Private LinkedIn Group and get these Bonuses:
Free Access to
401KGrabNGo.com ($588 Value)
Chris and Andy arm you with processes and tactics proven to grow your practice. Together, you’ll diagnose the hidden obstacles holding you back, and build a focused, tightly-constructed action plan designed to accelerate your results.
Your monthly Coaching includes a practice diagnostic, progress “sprints,” bi-weekly coaching calls.
If a partnership of accountability, guidance, and feedback sounds powerful, you’re right.
Join The GNG Coaching Program and get these bonuses:
Free Access to
401k Sales Champion ($275 Value)
401(k)GrabNGo.com ($588 Value)
401kCalendar.com ($420 Value)
Andy and Chris Have Spoken & Lead Training Sessions At:
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