"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!"
"Just landed a plan with 150+ employees using your Positioning Presentation... got the email with the green light on Friday and paperwork this morning!"
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. We invite you to join us - you'll be glad you did!
"I have several 401(k) plans in my practice now, thanks to the work we did together!"
"The training has helped me in my regular business."
"Your program is different from others in that they present concepts, and you focus on Advisor action items."