The 401(k) Sales Call

Hear Industry Experts Discuss 401(k) Sales Trend Secrets You Can Use to Grow Your 401(k) Business

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The Company You Keep

They say you're judged by the company you keep... We certainly hope so.

We Discuss: 

  • The best ways to find 401(k) leads.
  • Best practices for developing a business plan.
  •  Ways to create a service model to effectively retain plans once they grow to $5M-$50 million in assets.
  •  Scripts to approach different types of prospects.
  • How to create your value proposition.
  • What to do during a finals presentation.
  • Ways to find out your prospect’s biggest pain points.
  • And much more!
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"I have several 401(k) plans in my practice now, thanks to the work we did together!"

Advisor, St Louis

"The training has helped me in my regular business."

Advisor, Miami

"Your program is different from others in that they present concepts, and you focus on Advisor action items."

Sales Manager Mutual Fund Company

Create An Unfair Advantage

Creating an unfair advantage for yourself is not complicated. Block out 25 minutes twice a month to listen in, think, and improve how you sell and service 401(k) plans. Sign Up for the Free 401(k) Sales Call Now:

"Just wanted to thank you again - had a meeting with one of my 401(k) clients yesterday and they were super appreciative of all the questions and enhancements!"

Advisor, LA

"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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