Join the 3-week, Advisor Playbook: 7 Steps to Optimizing Your Service Delivery and Revenue.
If you’re like most financial advisors, you may wonder how your service model measures up to other advisory firms, and if your existing plans may be at risk.
We feel your pain. Let us help you optimize your practice so that you win and retain your key plans as they grow. If you're looking to better understand what top Advisors, we have answers for you.
- Protected your book
- Raised satisfaction
- Ensured retention (especially of your largest plans)
We offer a proven framework that takes the complexity out of servicing retirement plans and adds value-clarity for clients.
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.
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