Our software delivers the 401kGrabNGo.com tools to non-specialist Advisors you're not currently seeing. Once your firm is top-of-mind, wealth Advisors will start to bring your TPA firm the referrals your not currently getting.
You have HUNDREDS of Advisors to call on within a 25 mile radius of your office. If you're like most TPAs, you'll take what we call the 95/5 approach - Focus on the 5% of Advisors that specialize in 401(k)s, and due to time constraints write-off the remaining 95%. However, every 18-24 months the ignored 95% Advisor will be approached by someone in their network with a 401(k) opporunity. We ask the question, is there a way to cover these Advisors using technology so you can pick up referrals you're currently not getting?
Meet Chris Barlow. Author of 401(k) Sales Champion, Advisor Coach, Resource to Recordkeepers and DCIO Firms
Our team and system does all the work for you. We take your list of Advisors and deliver the 401kGrabNGo.com content on your behalf making your firm standout in the minds of Advisor your not currently covering.
Your local competitors can not purchase this program
Grant access to up to 500 Advisors to 401kGrabNGo.com
Valuable coaching and content is delivered to the Advisor via email and also available 24/7 online.
Personalized (to you) emails with attached videos sent weekly for 6 weeks (once a month thereafter).
We've worked hard to make our TPA Licensing program extremely affordable for any size TPA business. For example, if a TPA uploads 500 Advisor names, it would cost $0.80 per Advisor a month! Most TPAs will easily generate the 2 additional sales needed to recoup the cost of the License.
Complete the form below and we will be in touch with you shortly!