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.

September 2011

First Meetings: Creating a Repeatable Process for Success

September 29, 2011 (comments: 0) | add a comment >

According to recent studies, meetings are one of the top-five time wasters. Although meetings are meant to be productive and educational, oftentimes, a clear message is not delivered. For financial advisors, a successful first meeting with a plan sponsor may seem to be hit or miss.

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How To Develop Your Marketing Strategy

September 20, 2011 (comments: 0) | add a comment >

The best marketing plan is designed with an end in mind. You should start your journey knowing where you want to be and at what time you will be there. Creating a marketing strategy provides an excellent opportunity for you to define and launch initiatives to capture a greater share of retirement plan business in your marketplace. By using these five steps in implementation, you will have greater vision and focus in the coming months.

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Increasing Your Closing Ratio: 5 Step Post Meeting Strategy

September 13, 2011 (comments: 0) | add a comment >

You just walked out of what you considered a successful first meeting. Now what? There are many things you can do to improve your odds of closing the deal, but having a consistent plan of action in place can ensure a higher success rate.There are five easy steps that you can use as the basis for your post meeting strategy.

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