The 401k Coach Program offers expert training to develop the skills, systems and processes necessary to excel in the 401(k) industry. The unique learning environment provides industry professionals the opportunity to network and exchange ideas.
Accelerator Program

The Accelerator Program

Tuition $5,500
(Ask about our Refresher Program Discount - Coach Alumni Only)

12 Months of Personalized Coaching
2 Full Days of On-site Training

Create a Bigger Future for You and Your Company!


The Accelerator Program will show you how to:

  • Turn someone else's bad news into your good news
  • Help you dominate your marketplace
  • Scale your business model
  • Get paid for your value,wisdom, and intellectual capital
  • Grow your revenue 10x


with special guest speaker, Leo Pusateri, author of Mirror Mirror on the Wall am I the Most Valued of Them All? We discuss putting into practice an Impact Policy Statement as a way to differentiate your value. Also covered, is the Top 7 Questions you should ask every Plan Sponsor and a real case study with a $20,000 annual fee.

with special guest speaker, Lou Harvey, President and CEO of Dalbar, Inc. "Making Dollars & Sense out of the New DOL Fiduciary Rule" -  With the DOL Final Rule and advisor compensation requirements released, how are you going to avoid being trapped in a fee compressed world, watching your compensation decline year after year? Section II(c)(2) of the Best Interest Contract Exemption (BICE) prohibits advisors or financial institutions from making recommendations that will cause "compensation for their services that is in excess of reasonable compensation." The 401k Coach has teamed up with Dalbar, Inc. to bring you this webcast to review how advisors can proactively set reasonable compensation and make more money at the same time. We will look at two different methods of assessing compensation: cost based and benefit based.

Learn the 12 Unfair Advantages to take back to your marketplace!

  1. The Power of an Exponential Mindset
  2. The Paychecks for Life System
  3. The Extraordinary First Meeting
  4. The Exponential Marketing Blueprint
  5. The Express Elevator Relationship Process
  6. Do More of What You Love in Less Time
  7. The Exponential Fee Shift – “Charlie’s Playbook”
  8. Data Mining – The 5500 & Beyond
  9. The Webinar Introductory Sales Process
  10. The Power of Process – The 6 Step Retirement Plan Solution
  11. Bold Plan Design – The Retirement Plan Optimizer
  12. Exponential Technologies 

Download Brochure

What's Included

Pre-Event Webcast (TBD)


12 Months On-Demand Coaching (use for case prep/closing meeting or other customized needs)

$6,000 Value
License to 6 Step Retirement Plan Solution and Wealthcare Manual

$1,000 Value
Access to Member-Only Website (curriculum digital files and customizable tools)

$495 Value
Save America, Save! Authorship Program Discount

$500 Value
Paychecks for Life Trifecta 10% Discount Learn More >

$100 Value

Over $8,000 in Additional Value!

Plus Discount Member Pricing on all 401k Coach Products
and Industry Partner Discounts.

Space is Limited.

Testimonials Year 1

Now, more than ever, plan sponsors are looking to work with an intelligent 401(k) professional who can assist them to meet their fiduciary obligations while providing the guidance for successful retirement outcomes. Your ability to articulate your unique value and deliver solutions in such a competitive environment is imperative to your success.

Going forward, different and incremental thinking will NOT be sufficient enough for you and your business to survive and thrive in this ever-changing world and 401(k) marketplace we live in. You will need to ACCELERATE your thinking, focus your activities, embrace exponential systems and technologies, and discover how to create Unfair Advantages for yourself and your company – which your competition cannot replicate!

The Accelerator Program will enhance the way you approach your business, market your business, close new business, and service your business. It will help you create Unfair Advantages in your marketplace and community. It will grow your business 10X Faster Easier and Bigger!


The Value of a Coach

  • See Solutions You Cannot See
  • Eliminate Dangers & Frustrations
  • Focus on Your Biggest Opportunities
  • Enhance You & Your Organizations Greatest Strengths