Stop Struggling to Grow Your 401(k) Book. Join the 3-week, Leads Blueprint Sprint.
You want to grow your practice and see other financial Advisors crushing it, and it leaves you wondering how they’re doing it.
Most advisors either have no process, no plan, target the wrong retirement clients, don’t follow up, or sell at the wrong time.
If this is you, don’t feel bad. The good news? There’s a solution.
What if you could stop spinning your wheels when it came to prospecting?
What if you had a formula-centric approach to your outreach that actually helped free up your time instead of hijack it?
What You'll Learn:
“Wow, this is really a 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!”
Financial Advisor, 60 Plans
$100M AUM Retirement Plan Business
"Just landed a plan with 150+ employees using your Positioning Presentation. Got the email with the green light on Friday and paperwork this morning!"
"Your workshop gives me something very structured to build my business with."
"You helped me several years ago to get started in growing a business servicing Retirement Savings Plans. We continue to grow and are grateful for the principles I learned."
TR, Nashville, TN
The 401(k) Sales Champion sits on the shelf of some of the top 401(k) Advisors in the business. In it's 4th Edition, it's been called the Bible of 401(k) plan sales.
20+ Years of 401(k) Sales Training for Advisors:
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