“I have sold 3 Agreements, each for $500, within 1 month of purchasing The 401k Coach ERISA Plan Fiduciary Indemnification System™. One of them helped me land a startup plan that will flow $400,000 per year and the other two helped me retain both an $18 Million Plan and a $5 Million Plan."
~ G. Wernette, 401k Coach® Member

November 2011

Identity Branding for Success

November 22, 2011 (comments: 0) | add a comment >

Identity branding is an important aspect of every business. It allows you to package your unique value proposition in an effective way to attract your prospects. It also provides new opportunities for your firm. A consistent message and brand is essential in remaining in the minds of potential clients.

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Past Performance is No Guarantee of Future Results: Understanding Bear Markets

November 17, 2011 (comments: 0) | add a comment >

Due to recent market volatility, many are claiming that we are in a bear market. Although frightening, it isn’t the end of the world. In this climate, a financial advisor’s duty is to educate their clients about these turbulent periods and to prevent panicked investors from making poor choices.

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Database Creation: The First Step in Marketing

November 10, 2011 (comments: 0) | add a comment >

Your database is one of the most valuable assets your business has. If you have up-to-date and correct data, your marketing campaigns will have a far greater success. The first step in creating this valuable resource is to find prospects to include in your database.

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