EVERYTHING YOU NEED TO BUILD A MORE SUCCESSFUL 401(k) FIRM
For 401(k) Advisors & TPAs
The Company You Keep
They say you're judged by the company you keep... We certainly hope so.
"You guys helped me seal the deal on my recent big win. We “officially” start today with that $32M plan."
RIA CFP®, AIF
GA
"Using your processes, I've built a book of 125 plans with hundreds of millions in AUM.."
Advisor C(k)P®, CIMA®, CFP®, CPFA®, CRPC®
TX
"I can’t be more impressed with the work they have done for my 401(k) business over the last 6 months..."
Advisor C(k)P, AIF
Tennessee
"Just landed a plan with 150+ employees using your Positioning Presentation. Got the email with the green light on Friday and paperwork this morning! "
Advisor
Louisiana
Meet Andy
It's not about reinventing, it's about adjusting and optimizing off the success you've already had. If you're $1M plus producer, The 401(k) Playbook is the fastest path to your next milestone/goal.
I suggest you start by determining which 401(k) Playbook Pillar you should tackle first.
- Your Lead Generation
- Your Service Model
- Your Growth Map
One of these three pillars is causing a headwind for your business and slowing you down.
Learn More: Schedule a 20-minute free consultation
Meet Chris Barlow
Why I Wrote 401(k) Sales Champions!
Available Now!
401(k) Sales Champion is the number one resource for Advisors that want to build or boost their 401(k) business.
"I wish I'd had it 15 years ago, when I was just starting my career. There's never been a book like 401(k) Sales Champion, PERIOD."
J.M. - Advisor, Houston TX
Resources To Help You Win 401(k) Plans:
Free
The 401(k) Advisor Sales Call
Every Two Weeks on Wednesdays at 1PM ET join us as for 20 minutes as Andy and Chris talk through sales ideas, trends, and other 401(k) industry topics to help you stay focused, motivated, and armed with good ideas.
$197
Annually
- 152 Training Videos & 19 PDFs
- Building Your List
- Prospecting Scripts
- Crafting Your Message
- Sales Presentation
- Delivering Service
$9,600
$800 Per Month
Join a group of like-minded 401(k) Advisors every 2 weeks as Chris and Andy arm you with processes and tactics proven to grow your practice. As a group, we'll diagnose the hidden obstacles holding you back, and help you build a focused, tightly-constructed action plan designed to accelerate your results.
Your monthly group coaching includes a practice diagnostic, progress “sprints,” bi-weekly group calls (Power Lunch).
If group accountability, guidance, and feedback sounds powerful, you’re right.
Apply to Join The Power Lunch Group Program and get these bonuses:
Free Access to
401k Sales Champion ($275 Value)
401(k)GrabNGo.com ($197 Value)
401kCalendar.com ($420 Value)
$24,000
$2,000 Per Month
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)
