Are You Charging Enough?
The 401(k)PAM tool is a free smart calculator to help you calculate fees for service so you know when to when to walk away and when to take a new plan.
401kCalendar.com
Allows you to lay out a list of activities, description of activities and when they are going to meet with the Plan Sponsor. It allows you to create unlimited service calendars for your prospects and/or clients without anyone else's branding so there is no confusion on who it is coming from.
Factor Your Time, Then Your Fee:
Meet Chris Barlow. Author of 401(k) Sales Champion, Advisor Coach, Resource to Recordkeepers and DCIO Firms
How 401(k)Calendar.com Works
Create an Account
Allowing you to create unlimited calendars to share with Plan Sponsors
Share with Plan Sponsors
Showing the various plan sponsor activities and participant activities
Review with Plan Sponsors
Follow the calendar throughout the year and at the end of the year meet to review what has been done
What's Included With My Subscription
Use of Production Analysis Manager (PAM)
to calculate future earnings
High Advisor Engagement
Valuable coaching and content is delivered to the Advisor via email and also available 24/7 online.
A 401(k) Tool
That works seamlessly with 401(k)GrabNGo to help you with plans.
What's My Investment
For less than $10 per month ($97/year) you can provide your clients with your value in writing, just like they want!
401kCalendar works seemlessly with 401kGrabNGo
401(k)GrabNGo provides an online library of processes, scripts and tools built for Advisors that don't specialize in 401(k) plans. 401kGrabNGo.com makes it easy to grab what you need and move your 401(k) opportunity forward to win the business.
